REMINDER: BAY STATE FINANCIAL WEBINAR (FREE)
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This webinar is for all audiences and will cover the 5 basic estate plan documents that everyone needs to complete to have a comprehensive estate plan and what to look for in your existing estate plan documents that may cause a curve-ball to your ultimate directive and wishes. This session will cover:
- What is an estate plan and what happens if you don’t have one?
- What is a Will, Trust, Healthcare Proxy, Power of Attorney, and HIPAA Proxy?
- How does Probate work and how can you avoid it?
- What if you have a child or now adult with special needs?
- What if you have children under or over the age of 18?
- What if you are a blended family?
- What curve-balls can you avoid by reviewing your plan?
Seminar details are below – we hope you can join us!
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