The emotional consequences and negative ripple effects of failing to keep your documents in order can cause frustration, delays and a financial burden on your loved ones and heirs. You may have a simple WILL in place, but that only scratches the surface of what is needed in case you pass away or become incapacitated. What have you done about your financial accounts? Insurance policies? Medical wishes? What if you’re divorced? Own a business? Have a blended family? What about property you may own or pets you care deeply about? Who will know what to do if you aren’t around to tell them? Should you consider a Trust? In this educational workshop, you will learn the 25 documents most experts recommend you collect and maintain so family members aren’t left scrambling to find important papers and information in a time of loss and confusion. Instructor is Jeff Litfin, Certified Estate Planner, GENERATIONS LEGAL SERVICES
Most people assume that having a will is enough—but in reality, it’s just one part of a much larger picture. What happens if you become incapacitated? What about your financial accounts, insurance policies, business interests, medical preferences, or even your pets? In this informative and eye-opening workshop, you’ll learn about the 25 key documents experts recommend having in place to reduce confusion, delay, and unnecessary hardship for your loved ones.
Whether you’re single, married, divorced, own a business, or have a blended family, this session will help you understand what’s needed to make sure your affairs are truly in order. Topics include legal documents, healthcare planning, financial and property records, and guidance for personal wishes.
Led by Jeff Litfin, Certified Estate Planner with Generations Legal Services, this class will help you gain clarity and confidence in preparing for the unexpected—so your loved ones aren’t left searching for answers during a difficult time.