Intro to Estate Planning Resources & Tools

Estate planning may sound intimidating or something that requires a lot of resources. Creating an estate plan just means making sure that your health, finances, and anything you own is handled according to your wishes. In this case, a simple plan is better than no plan.In this lecture,you’ll get an overview of some common documents found in an estate plan.We’ll also cover some free or low-cost resources and digital tools to help you get started with a simple estate plan.

NOTE: This presentation is designed to introduce general tools and resources and does not provide legal, financial, or tax advice.”

 

PLEASE NOTE: This event requires registration, and walk-ins will NOT be permitted. Once you register, your name will be added to a security list at the AARP NY office, and only registered participants will be permitted into the class.