What to Consider Before Creating Your Estate Plan

Creating an estate plan is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored but where do you start? Before making any decisions, it’s essential to understand the legal factors that can impact your plan. Join us for an informative webinar, led by Marlee Stever, Esq., who will provide insight into the foundational legal concepts you need to know, common pitfalls to avoid, and how to make informed choices that align with your goals. 

Topics to be discussed during the webinar include:

• Why plan and what NY does without a plan;
• what will be asked during a consultation;
• who to appoint and why;
• understanding core documents: Will, Power of Attorney (POA), Health Care Proxy/Living Will, MOLST; and 
• understanding trust tools: Revocable, Supplemental Needs Trust, Medicaid Asset Protection Trust.