VRABE Regional Adult Based Education

Creating a Strong Estate Plan: Protect Your Family and Your Finances FP03

18 Seats Available

Creating a Strong Estate Plan: Protect Your Family and Your Finances

Sessions:

1

Dates:

10/21/2024

Location: Instructor:
  • Attorney Brendan F. Daly

Meeting Times

  • Monday 6:00 PM - 7:00 PM

Description

Whether you are a planner or a procrastinator, having a strong and up-to-date estate plan should be at the top of your to-do list. In addition to providing the peace of mind of knowing your final wishes will be legally documented, an estate plan provides a roadmap for your loved ones to know how to care for you if you are no longer able to care for yourself and/or your financial and legal affairs. 

In this session, you’ll learn about important estate planning documents like Wills, powers of attorney, advance directives, and trusts, and the purpose and powers included in each.  Furthermore, we’ll examine what happens if you don’t have a Will when you pass away, how your estate gets divided amongst your heirs, who can pay your bills if you can’t, how to choose your power of attorney and health care agents, and some common estate planning mistakes that you will want to avoid. Even if you have already created an estate plan, discover when and if you should have your existing documents reviewed and updated.

 

PLEASE NOTE: Our instructors are employed to teach general concepts to groups of students, rather than to offer specific investment advice to individuals. Students are advised to consult their own financial advisor or attorney before making any investment decisions based on specific examples provided by our instructors.

Additional Notes

Cancellations & Refund Policy:

  • Vernon Regional Adult Based and Continuing Education reserves the right to make necessary changes, including limiting course enrollment or canceling courses due to insufficient enrollment. If a course is canceled for this reason, registered students will be notified and fully refunded.  

  • Class sessions may be rescheduled due to unforeseen school closures, COVID-related issues, inclement weather, or teacher absences. Refunds or credits will not be provided to students who are unable to attend rescheduled make-up classes.

  • Students assume all risk of changes in their personal schedules. Absence from the class does not reduce the cost of operating our programs, therefore there is no prorating of cost. For this reason student absence does not result in a refund, tuition credit or make-up session.

Related Class Offerings

Fees

  • Class Fee $15.00
Total: $15.00