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Topic

Estate Planning for Young Adults (18+) for KeyPoint Credit Union Members

Description

The moment one reaches the age of majority (which is 18 in most states), it is important to have the proper documents in place should an emergency arise. At this informative Webinar, attendees will learn:

- What documents are necessary to assist your young adult child if he/she is unable to communicate and needs someone to speak on their behalf and provide ongoing management of medical, financial and legal affairs;

-What your young adult child should know if named as a beneficiary of a Trust;

-Helpful tips to share with your young adult child if you have appointed your him/her to serve as a Successor Trustee;

-How your adult children can avoid the costly, public and time-consuming probate process.

Parents and their young adult children are encouraged to attend this session!

Time

Aug 24, 2022 12:00 PM in Pacific Time (US and Canada)

* Required information

Speakers

Natalie Spiwak

President @Affinity Trusts

Natalie Spiwak is the Founder and President of Affinity Trusts. She has been educating the community about the importance of protecting and transferring their wealth quickly, privately and cost effectively for almost 17 years. Affinity Trusts proudly serves the estate planning needs of KeyPoint Credit Union members, providing accessible educational seminars and delivering affordable Estate Planning documents (such as Living Trusts, Wills, Powers of Attorney, Health Care Directives) prepared by experienced attorneys to its members. Natalie is a paralegal and a California Notary Public.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Aug 24, 2022 12:00 PM Pacific Time (US and Canada) Topic: Estate Planning for Young Adults (18+) for KeyPoint Credit Union Members Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_OalfElPfQD6RNtSGm_xL5w After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Natalie Spiwak (President @Affinity Trusts) Natalie Spiwak is the Founder and President of Affinity Trusts. She has been educating the community about the importance of protecting and transferring their wealth quickly, privately and cost effectively for almost 17 years. Affinity Trusts proudly serves the estate planning needs of KeyPoint Credit Union members, providing accessible educational seminars and delivering affordable Estate Planning documents (such as Living Trusts, Wills, Powers of Attorney, Health Care Directives) prepared by experienced attorneys to its members. Natalie is a paralegal and a California Notary Public.

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