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.