Estate Planning Basics - Financial Assets & Beneficiaries

210 S. James Garner Ave.,Norman OK 73069

12 October, 2022

Description

Here some of the questions/topics addressed during this session: - What is the difference between a Will and a Trust? - Power of Attorney vs. Guardianship proceedings; - What is probate? How to avoid it; - Minor children provisions. FOCUS: Beneficiaries to financial accounts (life insurance, retirement, stocks bank accounts…) - things to have in mind. How can you provide for a gradual distribution? Can creditors access/request these funds after the owner’s death?