Estate Planning Basics - Enrolment Period Must-Dos

210 S. James Garner Ave.,Norman OK 73069

09 November, 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; - Beneficiaries to financial accounts, such as life insurance, retirement stocks... things to have in mind; - Minor children provisions. FOCUS: Take the time to make sure your benefits reflect your needs. Let’s discuss questions to ask and things to have in mind during this important period of the year.