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The Roles are Flipped, You Need Information:

When you were young your parents found ways to protect and provide for you.  As your parents age they increasingly need your care.  You need answers including legal realities.  This article and the audio content describes the type of information you need to receive.  It also provides practical tips to create open communication.

Dynamics of Communicating with the “Silent Generation”

People born before 1946 are known as the “Silent Generation”.  Their world was shaped by the Great Depression, WWII, The Cold War and the Civil Rights Movement.  They are often described as less open with personal issues including health and finances.  They value simple concepts and rarely view themselves of wealthy regardless of their net worth.  “Waste not want not” means much to them.  Listen Here

 

Discover how a Will and Trust are alike and how they differ.

This Estate Planning Class will cover basics of how each of the most common and needed elements of an estate plan work together.  We’ll cover how a Will and a Trust Work.   There will also be a discussion about Powers of Attorney and Advanced Directives.  The presentation lasts about one hour.  With plenty of time for questions and answers. You will also learn what happens if you fail to plan.  No everybody needs a Trust but everyone needs to plan.

Did you know…

  • A Will does not avoid probate.

  • Your power of attorney may be defective.

  • Certain healthcare directives could keep you alive indefinitely.

  • The State has made decisions about your life and property that apply if you don’t plan.

Most people know that a Trust avoids probate, but you may be surprised to learn that a Trust…

  • Does not require separate tax return or tax id number.

  • Works without court or judicial interference.

  • Can protect your assets from your children’s predators and creditors.

  • Is not right for everybody.

Healthy Living Okc

There is no charge to attend the event for members of Healthy Living OKC

Discover how a Will and Trust are alike and how they differ.

This Estate Planning Class will cover basics of how each of the most common and needed elements of an estate plan work together.  We’ll cover how a Will and a Trust Work.   There will also be a discussion about Powers of Attorney and Advanced Directives.  The presentation lasts about one hour.  With plenty of time for questions and answers. You will also learn what happens if you fail to plan.  No everybody needs a Trust but everyone needs to plan.

Did you know…

  • A Will does not avoid probate.
  • Your power of attorney may be defective.
  • Certain healthcare directives could keep you alive indefinitely.
  • The State has made decisions about your life and property that apply if you don’t plan.

Most people know that a Trust avoids probate, but you may be surprised to learn that a Trust…

  • Does not require separate tax return or tax id number.
  • Works without court or judicial interference.
  • Can protect your assets from your children’s predators and creditors.
  • Is not right for everybody.

About the Venue:  The Edmond Parks Department operates out of the MAC Center which is attached to the Senior Center and located just south of the Mitch Park YMCA.  Most classes meet in the a cozy conference room.  The setting is conducive to questions and answers.

 

 


Want more information?

Powers of Attorney

Everybody should have a Power of Attorney.  However, nobody should just have a Power of Attorney.  Let me explain.  These are complicated and misunderstood documents.  Often clients bring me a Power of Attorney thinking that everything is set.  All too often what they have does not provide the chosen agent with the powers to accomplish what is needed.  This could be because it requires actions of a third person to become effective.  Sometimes the powers granted are inadequate.  Still others name multiple agents who cannot agree.

Advanced Healthcare Directives (Living Wills)

An Advanced Healthcare Directive instructs caregivers they type of care you want or wish to be withheld at the end of your life.  These choices are important because without them the state presumes that you want your life preserved even if that means the use of artificial means to feed you.  Using Oklahoma’s standard form may cause you to be kept alive indefinitely.  This presentation will clarify the choices an put you in control

 

 

Healthy Living Okc

This presentation is hosted by Healthy Living OKC.  While admission is free the program is open only for members.

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