In the event of serious illness or death, you want your wishes regarding the disposal of assets and health decisions to be respected. This is where legal affairs planning comes into play. This seminar will provide participants with a legal checkup and encourage them to take a proactive approach when it comes to their estate and personal planning.

Learning objectives

At the end of this seminar, participants will be able to do the following:

• Plan their estate (e.g., wills, intestacy rules, beneficiary designations, insurance, taxes, gifts, and trusts).
• Plan their personal matters (e.g., powers of attorney, living will, guardianship, and travel insurance).
• Understand the impact of life changes (e.g., death of a spouse, divorce, remarriage, and illness).

Participants are invited to bring their lunches to the session.