Essentials of Estate Planning

Join us for an informative session on essentials for creating, or updating, your estate plan. Click for more details!

This presentation is a thorough overview about the “Essentials of Estate Planning.”  Offered by Elville and Associates’ Senior Associate Attorney Shannon Werbeck, you will learn about a wide range of topics and leave with a solid foundation of estate planning knowledge to help you, in partnership with your attorney, get started with your planning or update your plan that is long overdue.

Some of the topics Ms. Werbeck will address include:

— understanding the planning process, including the reasons for estate planning

— wills vs. trusts

— probate vs. non-probate and understanding non-probate devices

— the absolute importance of incorporating “flexibility” in your planning

— planning for incapacity

— understanding the importance of financial powers of attorney, advance medical directives

— asset protection for children

This program is free and open to the public.  No registration is required.

Questions about this program? Contact Quince Orchard Library at 240-777-0200.

Looking for more resources on legal information you can access from home with your library card? Click here and scroll down to "Law" for our online references.

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Accommodation Requests

People who are Deaf or Hard of Hearing should request English-language captioning or sign-language interpretation at least five days before the library-sponsored program they plan to attend. Contact the Assistant Facilities and Accessibility Program Manager at 240-777-0002 with all other accommodation requests.

cm 1.1 01/03/2023

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