This free presentation is given by Gregory Kurinec, CFP®, a member of Free Speakers Chicago.
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Essentials of Estate Planning covers the estate planning process from beginning to end. We will look closely at the need to plan, the most common planning techniques and the documents used in the planning process. The class will explain the difference between a will and a trust and will give attendees an understanding of:
• Probate
• Wills vs. Trusts
• Power of Attorney for Healthcare & Financial matters
• Guardianship Appointments
At the end of this class attendees will have a thorough understanding of what steps they need to take to protect their spouse and heirs.
No charge, no honorarium, no mileage costs. This guest speaker is free for in-person presentations in Chicago.
Free Speakers Chicago is a pro bono speakers bureau. Since 1996, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Chicago area. Learn more about how it works.