Basic Estate Planning


What is an Estate Plan?

Who Needs an Estate Plan?

Is an Estate Plan Expensive?

What are the Components of an Estate Plan?


Advanced Estate Planning


What is Probate?

Why Choose a Trust Instead of a Will?

Do I retain control of my legal affairs, healthcare and property?
Why Choose a Revocable Trust?
May I Change My Trust?
How Do I Fund My Trust?
Why Do I Need a Healthcare Power of Attorney?
What is a Special Needs Trust?
Are there special circumstances that need to be addressed in my estate plan?


Office of The Lieutenant Governor Estate Planning Seminar - March 22, 2014 The Basics of Estate Planning

Office of The Lieutenant Governor Estate Planning Seminar

The Basics of Estate Planning - March 22, 2014


Sitting at the table from the Office of the Lt. Governor are

John McDonald, Director of the Division of Banking and Insurance,

Erica Dover, Recorder of Deeds, Ira Mills, Tax Assessor.