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Introduction to the importance of end of life and estate planning
Discussion on the consequences of not having a healthcare proxy
Explanation of probate process and its potential issues
Importance of specifying guardianship for minor children
Advice on setting up a will and healthcare proxy
Introduction to the concept of a trust
Personal example of setting up a trust
Explanation of key terms in estate planning
Final emphasis on the importance of planning and its benefits
Intro/Disclaimer
Panel Introduction
What is an Estate Plan?
Developing an Estate Plan
Key Documents in an Estate Plan
Passing on Wealth
Settling an Estate & Understanding Probate
What is an Estate Tax?
How are Retirement Accounts Inherited?
Trusts
Fiduciaries
Possible Differences in Estate Planning for Women
Estates & Charitable Goals
Revisiting Your Estate Plan
Closing Thoughts & Resources