Estate Planning Explained

This program, led by retirement expert Jim Flanagan, covers the estate planning process from beginning to end. Look closely at the need to plan, common planning techniques, the documents used in the planning process, as well as :

• Probate
• Wills vs. trusts
• Power of Attorney for healthcare and financial matters
• Guardianship appointments

Gain a thorough understanding of what steps you need to take to protect your spouse and heirs.