Estate Planning presented by Bentron Financial

Program Type:

Educational, Workshop

Age Group:

Adults
Registration for this event will be open from January 13, 2025 @ 9:00am to January 29, 2025 @ 7:00pm.

Program Description

Event Details

Estate Planning Explained

Estate Planning Explained covers the estate planning process from beginning to end.  We will look closely at the need to plan, the most common planning techniques and the documents used in the planning process.  The class will explain the difference between a will and a trust and will give attendees an understanding of:

  • Probate
  • Wills vs. Trusts
  • Power of Attorney for Healthcare & Financial matters
  • Guardianship Appointments

At the end of this class attendees will have a thorough understanding of what steps they need to take to protect their spouse and heirs.

 

Disclaimer(s)

Program Attendance Policy

Please arrive on time for the program. If you are unable to attend the program, please cancel at least 24 hours before the program begins, by emailing programs@mokena.lib.il.us or calling the Mokena Library at 708-479-9663 and canceling with a librarian. You can also cancel through our Events calendar. After 3 times of being marked absent without cancellation, we will be moving future registrations to the waitlist. This is to accommodate as many patrons as possible due to limited space and popularity of our programs.