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Senior Planet: Intro to Estate Planning

Learn about basic resources and tools to help you get started planning your estate.

Estate planning may sound intimidating or something that requires a lot of resources. Creating an estate plan just means making sure that your health, finances, and anything you own is handled according to your wishes. In this case, a simple plan is better than no plan! In this lecture, you’ll get an overview of some common documents found in an estate plan. We’ll also cover some free or low-cost resources and digital tools to help you get started with a simple estate plan.

NOTE: This presentation is designed to introduce general tools and resources and does not provide legal, financial, or tax advice.

If you have any questions about this program, including accommodations, please contact Katherine at ftprograms@cc-pl.org. Please see all our program offerings in our online newsletter at cc-pl.org/connections.

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