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Getting Your Affairs in Order – A Will is not Always the Way

A Workshop on Change of Life Situations

A series with a focus on the importance of planning and how to talk to your loved ones about healthcare wishes, finances, final arrangement instructions and pre-estate planning. Lunch is provided.

This comprehensive workshop will guide participants through essential aspects of end-of-life financial planning. We'll cover a range of crucial topics, including:

• Living Wills & Advance Directives: Understand the importance of these legal documents and how they ensure your medical wishes are respected. Learn about the different types of directives and how to obtain and execute them.
• Power of Attorney: Explore the significance of appointing healthcare and financial power of attorney. Understand the responsibilities and legal implications of this role.
• Bank Accounts & Fraud Prevention: Learn to identify and protect yourself from common banking scams and frauds. Discover strategies for securing your accounts and minimizing financial risks.
• Transfer of Assets: Explore various options for transferring assets, such as trusts and estate planning, while considering tax implications and minimizing estate taxes.
• Life & Homeowners Insurance: Review the importance of adequate life and homeowners’ insurance coverage. Understand how these policies can protect your loved ones and your assets.
• Talking with Loved Ones: Learn effective communication strategies for discussing sensitive end-of-life topics with family and loved ones, including financial matters, medical wishes, and funeral arrangements.

For questions, please call 419-259-5200.

This program is in partnership with the Toledo Lucas County Public Library and the Area Office on Aging of Northwest Ohio, Inc.

This session contains information and content supplied by third parties for informational purposes only.  This does not constitute or imply endorsement by the library, event organizers or sponsors.