Lunch & Learn: Topic – Estate Planning

Title: Lunch & Learn: Topic – Estate Planning

Area: Sandusky OH

Date: Tuesday, October 9, 2018

Time: 12:00 PM - 1:00 PM

Location: The Commons of Providence

Address: 5000 Providence Dr, Sandusky, OH 44870


Description

7 Costly Mistakes People Make in Their Estate Plan

At the Lunch and Learn we will discuss:

  • The advantages and disadvantages of Wills and Living Trusts
  • Maintaining your privacy and protecting your estate against a living probate if you
    become disabled (Hint: Not all Powers of Attorney are valid!)
  • Planning before you need Long Term Care
  • Why putting property in children’s names may be a mistake



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