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Chalk Speak – Property Plan Do’s & Don’ts


Chalk Speak – Property Plan Do’s & Don’ts

April 2022

This month’s matter is
Property Plan Do’s & Don’ts

 Hosted by Anna Sergunina, CFP® and becoming a member of her as a visitor commentator:

Carmen Rosas, ESQ

Whenever you hear the phrases “Property Planning” it might sound very refined and solely meant for the very rich, or one thing you solely ought to be doing while you become old. It’s not true in any respect! It’s fairly the alternative. Expressing your needs in writing about how and what you need to be executed together with your possessions and the way your family members can be taken care of, is everybody’s concern. So, why not then simply put it in writing? Aka, create an Property Plan?

On this dialog, we want to provide help to recover from the commonest misconceptions or questions you may need about property planning. Whether or not you’re getting your paperwork executed for the primary time or have paperwork however must replace them.
Among the matters we’ll focus on at this month’s Chalk Speak:

  • Beneficiary choice steerage
  • Guardians for minor kids
  • Energy of Lawyer and Well being Care Directives for college-aged youngsters
  • Why trusts are helpful
  • Finest practices for sharing your ready paperwork with cherished as soon as’s

Every Chalk Speak is 30-45 minutes and recorded on Zoom.

(Free to ongoing shoppers; $10 for company)

E-mail for entry to the recording



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