Estate Planning and Elder Law Essentials

Program Type:

Career, Business & Finance, Community Events

Age Group:

Adults
Please note you are looking at an event that has already happened.
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Event Details

 

Learn about managing your assets and plan for your families financial security. Build a solid foundation of estate planning knowledge and bring your questions for Stephen Elville, Managing Principal and Lead Attorney, Elville & Associates.

Some of the topics Mr. Elville will address include:

  • What is an Estate Plan and what is the process?  Why is it important to have a process?
  • Why most Estate Plans don't work as intended and what you can do to avoid planning failure
  • Wills versus Trusts and understanding probate and non-probate concepts 
  • Understanding the importance of financial powers of attorney, advance medical directives and MOLST
  • Elder Law, Taxation, and Asset Protection - what these concepts mean in today’s planning
  • Understanding why having outdated documents could provide challenges in the future
  • The absolute importance of incorporating "flexibility" in your planning, and how to achieve perfection for your legacy
  • Getting started - how to take the next steps

Please register with an email address to receive an immediate registration confirmation. Walk-ins welcome.