Richfield Community Education

Richfield Community Ed
Richfield Community Ed

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.