Estate Planning Essentials: Avoiding the Chaos You Never Meant to Leave Behind
Think your Will is enough? Think again. Without a complete and carefully crafted estate plan, your loved ones could be left facing confusion, delays, legal fees—and even court battles. In this engaging 90-minute workshop, you'll learn how to take control now to prevent unnecessary stress later.
Topics include:
- Understanding the crucial differences between Wills and Trusts
- Why every adult—yes, even your college student—needs a Power of Attorney and Health Care Directive
- How to sidestep Probate and keep your estate matters private
- The role of beneficiary designations, TODs, and PODs in transferring assets quickly and efficiently
- Addressing family dynamics and avoiding common communication breakdowns
Led by Jeff Litfin, Certified Estate Planner at Generations Legal Services, this session provides practical insight into what it really means to plan ahead—not just legally, but thoughtfully. A live Q&A will follow the presentation to help you get answers tailored to your personal situation.