Estate Planning   

This course is designed to teach you the basics of wills and trusts, essential tools for planning your estate. You will learn what wills, trusts, powers of attorneys and living wills are and how they help you and your family. The course will cover the roles of executors and trustees, what a will and a trust will do for you and what happens during the probate process (the court process that validates a will). We will also discuss different types of trusts and how they can help in managing your assets and reducing taxes. Through practical examples and exercises, you'll gain the knowledge to make informed decisions about estate planning and ensure your wishes are carried out effectively and your family is protected.

Gain peace of mind by organizing your important personal, financial, medical, and estate information in one accessible place. In this two-session workshop, participants will receive an Original Nokbox (included in the registration fee) and learn how the Nokbox system can help individuals and families prepare for emergencies, caregiving situations, and future estate needs.

The first session introduces the Nokbox system and explores the importance of organizing critical information before it is urgently needed. The second session is a guided working session where participants will bring documents and materials from home and spend dedicated time organizing and beginning to complete their Nokbox with support and guidance.

Participants may wish to bring estate planning documents, insurance information, medical records, financial paperwork, unopened mail, and other materials they would like to organize.

Whether you are planning ahead for your family, supporting aging parents, or simply wanting greater peace of mind, this workshop offers a thoughtful and approachable way to get started.

Gain peace of mind by organizing your important personal, financial, medical, and estate information in one accessible place. In this two-session workshop, participants will receive an Original Nokbox (included in the registration fee) and learn how the Nokbox system can help individuals and families prepare for emergencies, caregiving situations, and future estate needs.

The first session introduces the Nokbox system and explores the importance of organizing critical information before it is urgently needed. The second session is a guided working session where participants will bring documents and materials from home and spend dedicated time organizing and beginning to complete their Nokbox with support and guidance.

Participants may wish to bring estate planning documents, insurance information, medical records, financial paperwork, unopened mail, and other materials they would like to organize.

Whether you are planning ahead for your family, supporting aging parents, or simply wanting greater peace of mind, this workshop offers a thoughtful and approachable way to get started.

Gain peace of mind by organizing your important personal, financial, medical, and estate information in one accessible place. In this two-session workshop, participants will receive an Original Nokbox (included in the registration fee) and learn how the Nokbox system can help individuals and families prepare for emergencies, caregiving situations, and future estate needs.

The first session introduces the Nokbox system and explores the importance of organizing critical information before it is urgently needed. The second session is a guided working session where participants will bring documents and materials from home and spend dedicated time organizing and beginning to complete their Nokbox with support and guidance.

Participants may wish to bring estate planning documents, insurance information, medical records, financial paperwork, unopened mail, and other materials they would like to organize.

Whether you are planning ahead for your family, supporting aging parents, or simply wanting greater peace of mind, this workshop offers a thoughtful and approachable way to get started.