Estate Planning and End of Life Considerations

Location: Johnston Public Library, 6700 Merle Hay Road, Johnston, Iowa

Details

Katheryn Thorson, an estate planning attorney at BrownWinick, will speak at the Johnston Public Library on Wednesday, February 27, 2019 from 10:00 a.m. - 11:30 a.m. on Estate Planning and End of Life Considerations. Katheryn will be joined by Tracy Abbas, Senior Trust Officer at Bankers Trust.

Regardless of your income, estate planning is a vital part of your financial plan. Planning ahead can give you greater control, privacy, and security. Katheryn and Tracy will go over several documents you should consider completing with your attorney and banker. These documents include:

  • last will and testament
  • appointment of executors/duties
  • medical and financial power of attorney
  • living wills
  • titling of assets
  • beneficiary designations
  • personal memorandums