Thompson Falls: Estate Planning Panel
June 14 @ 10:00 am - 12:00 pm
What will happen to your assets after you pass away? What happens when you can no longer care for yourself or your estate? Are you in line to be the person handling someone’s estate?
Estate Planning provides comfort that your wishes are known should you become incapacitated or when you pass away. It is also the most significant gift to those caring for your estate. Regardless of where you are in your life, an Estate Plan is essential.
- Real Estate vs. Personal Property
- Beneficiaries
- Transfer on Death
- Death Deed
- Power of Attorney
- Should I set up a Trust
- List of your current assets and debts
Join us and a panel of professionals to speak about their role and expertise during these life-altering events and what you can do in advance to make the best estate plan for you.
PANEL
Will McCarthy | Attorney | Worden Thane, P.C.
Jeannette Carr-Smith | Regional Manager-Supervising Broker | Clearwater Montana Properties
Debbie Wilson | Financial Advisor | Edward Jones
Dee Dee Blaney | Vice President & County Manager | Flying S Title & Escrow
Mary Lou Egbert | Co-Owner | Sunset Hills Funeral Homes & Crematory