Estate Planning and Wills

An estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your estate planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of probate court. 

This seminar is designed to help you and your family avoid the most common costly mistakes. 

• The advantages and disadvantages of wills and living trusts
• How probate court works and why you may want to avoid it
• How powers of attorney work
• Best practices for naming retirement account and life insurance account beneficiaries

These are just some of the topics covered in this informative seminar hosted by local retirement professionals from The Institute for Financial Education.

Registration is required and can be completed at bit.ly/estate0507. 

Questions about this program can be emailed to Kerrie at reference@bloomingtonlibrary.org.