3 Results
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Who Will Inherit the Mess?Money MattersLearn valuable information to solve perilous family estate planning challenges. Discover the difference between wills and trusts and how to successfully transfer assets. Protect your estate both now and after you're gone. Topics Discussed: Probate avoidance strategies How to reduce or eliminate taxesWhat TOD, POD and TODD mean and why they are importantPower of attorney and health care directivesMinor or special needs childrenBeneficiary designationsFall 2026 -
25 Documents Needed Before You Pass Away55+The emotional consequences and negative ripple effects of failing to keep your documents in order will cause frustration, delays and a financial burden on your loved ones and heirs. Discover ways to ensure a smooth process. Topics Discussed: TrustsWhat if you become incapacitated? Minor children and family members with special needsFinancial accountsMedical wishesInsurance policesTaxable estateWhat if you are divorced?What if you own a business?Blended familiesReal estatePetsFall 2026 -
Should You Trust Your Will?Money MattersTackle the pitfalls like probate delays, shortcomings with real estate, miscues with your financial assets, guardianship issues and other potential challenges so you and your family can avoid common mistakes.Fall 2026