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Chalk Discuss – Property Plan Do’s & Don’ts
on Apr 11, 2022
April 2022
This month’s matter is
Property Plan Do’s & Don’ts
Hosted by Anna Sergunina, CFP® and becoming a member of her as a visitor commentator:
Whenever you hear the phrases “Property Planning” it could sound very refined and solely meant for the very rich, or one thing you solely ought to be doing while you become older. It’s not true in any respect! It’s fairly the alternative. Expressing your needs in writing about how and what you need to be executed together with your possessions and the way your family members might be taken care of, is everybody’s concern. So, why not then simply put it in writing? Aka, create an Property Plan?
On this dialog, we want to aid you recover from the commonest misconceptions or questions you might need about property planning. Whether or not you might be getting your paperwork executed for the primary time or have paperwork however must replace them.
Among the matters we’ll focus on at this month’s Chalk Discuss:
- Beneficiary choice steering
- Guardians for minor kids
- Energy of Legal professional and Well being Care Directives for college-aged youngsters
- Why trusts are helpful
- Greatest practices for sharing your ready paperwork with cherished as soon as’s
Every Chalk Discuss is 30-45 minutes and recorded on Zoom.
(Free to ongoing shoppers; $10 for visitors)
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