Three Phases of Comprehensive Estate Planning

Without a proper estate plan, individuals can lose control over their assets and medical care. Join Christine Stolle, Senior Attorney at Dillman & Owen Estate and Elder Law in a discussion on the importance of estate planning, how to protect assets and mitigate risk, and why potential care needs can drive the legal and financial decisions when creating an estate plan.

Topics include:

• Wills vs. Trusts
• Powers of Attorney vs. Guardianship
• Advanced Planning including Business Planning, Special Needs Planning, Risk Management Planning and Asset Protection Planning
• Long-term care costs and how to plan for them
• Pre-planning vs. Crisis planning

Host or Publisher Ascension's Center for Healthy Aging