Protect Your Legacy: Essential Estate and Legal Documents

Does the thought of financial planning feel overwhelming? You’re not alone. In this four-week basics series, Secure Your Future, designed specifically for older adults, Benjamin James will draw from the valuable insights in his book, The Playbook: Fundamentals for the Financially Organized & Addressed. This clear and concise course will empower you to take charge of your future.

In session 3, among the documents in your playbook, you’ll learn the difference between a will and a trust, when to choose one over the other, and whether to have both. James will discuss other documents such as healthcare proxies, advanced directives, burial arrangements and last wishes, and beneficiary review forms. If it’s available in your state, did you ever consider the Transfer on Death (T.O.D.) document, accounts that should naturally avoid probate, or whether it’s a good idea to list your children on your accounts? This session will demystify it all.

In this series, join James to learn how to set goals, understand your financial statements, navigate crucial estate documents, and optimize your insurance, taxes, and Social Security. Gain the confidence to make informed decisions and secure a worry-free retirement. If you wish to purchase the Kindle edition of The Playbook, you’ll find it’s under $4 at Amazon.

Session 1: May 21st – Taking Charge: Understanding Your Goals & Objectives (1 Hour)
Session 2: May 28th – Build a Strong Foundation: Financial Statements Explained (1 Hour)
Session 3: June 4th – Protect Your Legacy: Essential Estate and Legal Documents (1 Hour)
Session 4: June 11th – Safeguarding Your Assets & Streamlining Taxes: Insurance, Social Security & Tax Strategies (1 Hour)