Estate Planning Workshop

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January 4, 2018

Will or Trust, What’s Right for Me? Free Estate Planning Class

January 4, 2018 at 6:00 pm - 7:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond, United States
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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…

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Estate Planning Essentials

January 16, 2018 at 12:00 pm - 1:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond, United States
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The biggest estate planning mistake is not having the essential planning building blocks in place. Once in place, these can be built upon. Learn what everybody’s estate plan should have right now. These are things to protect you while your alive, then your heirs after you are gone. Wills-What they are and how they work Power of Attorney-A tool if you become disabled. Medical Power of Attorney-Empower a trusted person to make medical decisions. Advanced Healthcare Directives-Instructions to your family…

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February 6, 2018

Will or a Trust? What’s right for me?

February 6, 2018 at 12:00 pm - 1:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond, United States
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Free

Confused about whether you need a Will or a Trust? Attend this free class. It is difficult to know how to get started making an Estate Plan. This workshop will provide you with the basic understanding of how the pieces fit together. Topics will include Wills, Trusts, Powers of Attorney, Probate, and Advanced Healthcare Directives. There is no cost or obligation for attending. Seating is limited so be sure to reserve your spot.

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s your Paperwork in Order?

February 27, 2018 at 10:00 am - 11:00 am
Logan County Extension, 215 Fairgrounds Road, Suite B
Guthrie, OK 73044 United States
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Free Event:  Learn what information you need to have for Estate & Trust planning.  Learn what are essential to protect yourself, your family and your assets.

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March 8, 2018

Planning with Disabilities or Special Needs In Mind: MAC Center Event

March 8, 2018 at 6:00 pm - 7:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond, United States
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Families with a member with a disability, receiving SSI income or has special needs should pay particular attention to their estate plan.  This short presentation will discuss ways to protect the inheritance as well as income and benefits. Who should attend? Parents Grandparents Spouses Children Advisors  Who Can Benefit from the Planning? Early onset such as Downs Syndrome, Autism, Muscular Dystrophy, and other physical, psychological or emotional disorders. Later or adulthood disabilities such as physical injuries, substance abuse, strokes, Alzheimer's, Parkinson's…

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December 4, 2020

Online Event: Estate Planning Essentials

December 4, 2020 at 11:00 am
Online Web Event, 102 E. Thatcher St
Edmond, OK 73034 United States

Now is a great time to review or start your estate plan. We can do so remotely with this online format.

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