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Program Description
Event Details
Take the confusion out of estate planning! Learn how to protect your spouse and heirs by looking closely at the need to plan, the most common planning techniques, and the documents used in the planning process.
This class covers probate, wills vs. trusts, power of attorney for healthcare and financial matters, and guardianship appointments.
About the presenter
For more than 25 years, instructor James L. Flanagan has been assisting investors. He is the founder of Bentron Financial Group, Inc., the writer for “Just Ask Jim,” the financial advice column in Chicagoland Senior News, and author of Packing for Retirement: A Practical Guide to Prepare for Retirement at Any Age.