An Evening on
Estate Planning

Estate planning in three minutes

Before you decide, here's the short version.

What we'll cover

One hour, plain language, no sales pitch.

• The five questions every estate plan has to answer — who gets your assets, how they're given, who makes your healthcare decisions, who makes your financial decisions, and who would care for your children
• What actually goes in a plan — will, trust, power of attorney, medical directive, and what each one is for
• What happens without one — the court decides where your assets go, and charges a fee to do it
• Control and privacy — including why a will becomes public record and a trust doesn't
• The situations people don't expect — an adult child in an accident you can't get information about, or named guardians who can't serve
• How the process works, start to finish — and what it costs