NDSU Extension and SDSU Extension will host a free online Aging Well Workshop about the decisions, documents, and people that shape your estate plan on April 15 at 10:00 a.m. CST (9:00 a.m. MT).
Location
Online via Zoom
Contact
Leacey Brown, SDSU Extension Gerontology Field Specialist
Aging well is a priority for many older adults and their families. They want practical tools and knowledge to maintain a high quality of life as they age. These workshops will be held in February, March, and April via Zoom, making it easy for anyone with internet access to join. For those without technology, local organizations are invited to host watch parties.
Many people think estate planning begins and ends with a Will when they die – but there’s much more involved. This webinar explains the key documents and decision-makers that come into play during life, incapacity, and after death. We’ll demystify fiduciary roles like trustees, personal representatives, agents, guardians and conservators, and explain how you can tailor your planning to make sure you aren’t leaving your loved ones a mess.
Objectives
- Learn the difference between wills, trusts, and probate.
- Understand who makes financial and healthcare decisions during incapacity.
- Explore guardianship and conservatorship scenarios and when they arise.
- Understand fiduciary duties and why your selections matter.
- Learn about common tax and asset protection considerations that come into play with estate planning.
- Learn how to avoid some common estate planning mistakes.
Registration
There is no fee to attend, but participants will need to register to receive the Zoom link and reminders. Register once to be signed up for all sessions. All presentations are recorded and can be watched on the SDSU Extension Youtube channel.
