Creating a Strong Estate Plan: Protect Your Family and Your Finances
Whether you are a planner or a procrastinator, having a strong and up-to-date estate plan should be at the top of your to-do list.
In addition to providing the peace of mind of knowing your final wishes will be legally documented, an estate plan provides a roadmap for your loved ones to know how to care for you if you are no longer able to care for yourself and/or your financial and legal affairs.
In this session, you’ll learn about important estate planning documents like Wills, powers of attorney, advance directives, and trusts, and the purpose and powers included in each. Furthermore, we’ll examine what happens if you don’t have a Will when you pass away, how your estate gets divided amongst your heirs, who can pay your bills if you can’t, how to choose your power of attorney and health care agents, and some common estate planning mistakes that you will want to avoid. Even if you have already created an estate plan, discover when and if you should have your existing documents reviewed and updated.
About the Presenter
Attorney Brendan Daly, CELA is the Principal/Managing Partner at Daly Perri Arnold & Knierim, where he practices in the areas of elder law, estate and disability planning and estate administration. Brendan has received the designation of Certified Elder Law Attorney (CELA), a certification awarded by the National Elder Law Foundation, the only organization approved by the American Bar Association to offer certification in Elder Law as a result of his experience, education, and testing by the Foundation. This certification in Elder Law provides a measure of assurance to the public that the attorney has an in-depth working knowledge of the legal issues that impact the elderly. Brendan graduated from Quinnipiac University School of Law in 1997 with academic distinction.
