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Estate Planning Essentials

  • Heritage Villa Nursing & Rehabilitation Center 1244 Woodland Loop Bartlesville, OK. 74006 USA (map)

Want to learn more about which estate planning documents you or a loved one really need?

In this Seminar, John Holden will focus on providing you or a loved one with basic information on various property ownership methods and the types of planning documents that may be used to meet an individual's needs and desires.  The Seminar will also provide basic information on: Durable Powers of Attorney, Durable Powers of Attorney For Health Care, HIPAA Forms, Advance Directives, Last Will and Testament, Revocable Trusts & Asset Protection Planning Trusts.  Additionally, John will distinguish between "documents" and "planning documents".  John, will also provide information on alternative sources for payment of care and assistance when an individual requires outside assistance in order to live their life fully and safely.

Earlier Event: December 15
VA Pension Benefits