Free Webinar: Who Holds the Keys? Understanding Legal Documents & Estate Plans
In this webinar you’ll gain a clear understanding of the:
- Key legal roles (Trustee, Agent, and Guardian)
- Differences between Private Documents (like POAs and HIPAA releases) and Public Orders (like Guardianship)
- Explain the critical roles of Wills, Trusts, and the Letter of Intent.
- Housing Options
- Beneficiary
Presented by: Mike Davis, Certified Financial Planner and Chartered Special Needs Consultant, Legs Financial
