Richfield Community Education welcomed attorney Jasper Berg and a presentation called “Pre-Planning Do’s and Dont’s”. If you attended, please tell others.
For those curious about future classes, visit Richfield’s site or herein under the Events Tab.
In the meantime, here is a brief list of the matters addressed.
Planning Do’s
- Identifying and Naming Key People who can serve in variable roles
- Assess future monetary values of assets and insurance
- Pros and cons of a Health Care Directive, POA, Trust, and Will
- Communication with Key People
- Review, Revisit, and Revise
Planning Don’ts
- Beneficiary Form Mistakes
- Banking and Combined Accounts
- Birth certificates, Marriage Licenses, and Divorce Records
- Usernames, Passwords, Photos on Phones, and Entry Codes
Again, thank you supporting Richfield Community Education.
