Estate Planning 102

National Make-A-Will Month: Essential Planning for Everyone

Join Rocky Mountain Public Media for the next free, insightful session of our Estate Planning virtual series about important issues as we age, for all ages.

Topics covered:

• Probate & Non-Probate Transfers – factors to consider
• How Beneficiary Designations, Pay-on-Death Transfers, Joint Tenancies, and Non-Probate Transfers Can Create Unexpected Results 
• Wills, Trusts, and More Trusts – Tools for Creating the Right Plan for You
• Choosing Your Fiduciaries
• Capacity to Make an Estate Plan
• Charitable Giving at Death

Expert speakers:

Stephanie Freeman, Esq., Stephanie Freeman Esq. LLC

Mardi Moore, Esq., Lawyer, The Law Office of Mardi Moore, P.C.

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Don’t miss the upcoming events in this series:

Estate Planning 103 - September 25 @ 10:30-11:30am

Estate Planning 104 - October 22 @ 10:30-11:30am

*We recommend watching the earlier session if you missed it. View the recordings here:

Estate Planning 101 - October 23, 2024