The Impact of Asset Titling on Your Estate Plan: Avoiding Unexpected Results

Of primary importance when engaging in estate and incapacity planning is the client’s understanding of what they are signing. To that end, this course will dive into the differences between essential estate and incapacity documents.
Living Wills vs Health Care Surrogates and Do not Resuscitate Orders, Durable Powers of Attorney vs General Powers of Attorneys, Traditional Wills vs Pourover Wills, Living Trusts vs Wills, and Revocable vs Irrevocable Trusts will be discussed. In addition, the varying types of joint tenancy (methods of owning assets with another person) will be explored. Join us for an informative, interactive session that will provide you with a more detailed understanding of the documents already in your files, or those you are planning to execute.