Estate Planning

May 17, 2015 Speaker: Jim Rickard Series: Finance Seminar

Topic: Adult Sunday School

The estate planning adult Sunday school provides practical help in estate planning and making a will or revocable living trust. Covers basic terminology, guardianship, joint tenancy, probate, the dangers of dying intestate (without a will), a checklist for surviving spouse and a discussion surrounding the different types of powers of attorney. The information shared will also be helpful in reviewing the will you may already have.

Click on the 'Notes' icon (near the play button) for the PDF file of the handout.

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