Estate Planning: Three Key Documents for Everyone

Your estate plan lets you decide how your assets, medical care, and family responsibilities will be managed upon mental incapacity or death. An estate plan is for everyone. Reflecting on your wishes and putting everything in place is a gift to your family and friends who will otherwise be left to figure it out.

In this informative one-hour workshop, you will learn about the three key estate planning documents, low-cost options for making them, and tips for how to consider and communicate your wishes. We will also explore simple alternatives to these documents.

Presenter Lisa Junghahn is a Certified Financial Planner™ and a Registered Investment Advisor. She cares most about helping each of us get empowered around our financial lives.