Estate Planning Explained

Estate Planning Explained covers the estate planning process from beginning to end. We will look closely at the need to plan, the most common planning techniques and the documents used in the planning process. The class will explain the difference between a will and a trust and will give attendees an understanding of:

· Probate

· Wills vs. Trusts

· Power of Attorney for Healthcare & Financial matters

· Guardianship Appointments

At the end of this class attendees will have a thorough understanding of what steps they need to take to protect their spouse and heirs

Understanding Social Security: A Look at the Bigger Picture

Are you or someone you know ready to begin receiving Social Security? If you are going to collect Social Security benefits in the next 10 years you should attend this educational session. In this session, you will learn:

· When to take benefits- sooner or later?

· Working while getting benefits

· Taxation and Social Security

· Spousal Benefits

Learn what you need to know to maximize the benefits you have earned!