Planting Seeds: What Everyone Needs to Know About Estate Planning

Join CSW as Nancy Ball provides a basic overview of all core estate planning documents and a few strategies to consider when implementing a plan. This presentation will cover questions such as:

• What is a will and why do I need one?
• What other estate planning documents do I need?
• How best can I include a charity/charities in my plan?
• How do good estate plans get turned upside down?
• My loved one is incapacitated, now what?
• What are the options for leaving assets to my children and other beneficiaries?