An estate plan is vital for any individual, couple, or family that owns a home and has assets. Ensure that your estate planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.

You will learn the following topics, in easy to understand terms:

• The advantages and disadvantages of Wills and Living Trusts

• How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)

• How Probate Court works and why you may want to avoid it for your family

• Why putting property in your children’s names may be a mistake

• Common missteps by families raising children with challenges, disabilities, or special needs

• Protecting your home from being swallowed up by nursing home care

• Protecting your heirs’ inheritance from lawsuits, divorce, and spend-thrifts

• Best practices for naming retirement accounts and life insurance beneficiaries

Join licensed fiduciary, David Kay, to learn how to avoid the most common costly mistakes and high fees that you may encounter when considering and implementing an estate plan.