Description

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A lunch and learn session to show you that planning for the future doesn’t have to be overwhelming. This informative and approachable course explains the essential components of estate planning to help you make confident decisions about protecting yourself, your loved ones, and your assets.
This session offers a clear overview of essential estate planning tools, including wills, powers of attorney, advance medical directives, and transfer-on-death deeds. You’ll learn how these documents work together to help you maintain control, ease the burden on loved ones, and prepare for life’s unexpected moments. Beyond understanding the basics, you’ll also walk away with practical organizational tools to help you gather important information, begin meaningful conversations, and take confident next steps in your planning journey.
Instructed by David G. Moss, Esq. with The Law Office of David G. Moss, PLLC

Location

Bensley Rec - Multipurpose Room at Bensley Recreation Center

Instructor

Kate Sheehan