|
Wednesday, June 17th
7:00 pm - 8:30 pm
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 designations
Presented by: Mike Davis, Certified Financial Planner and Chartered Special Needs Consultant, Legs Financial
| 
