Age Group:
Adults- Registration is required for this event.
- Registration will close on January 22, 2026 @ 10:00am.
Program Description
Event Details
Seminar Series Title: "Resolve to Simplify: Streamlining Your Legal Plan for Peace of Mind"
Presenter: Kayla Graben, Esq. - Estate Planning Attorney
Series Description:
This three-part January series helps individuals start the new year by getting their legal and financial lives organized. Each session focuses on simple, practical steps people can take to make things easier for themselves and their families. No legal background needed—everything is explained in everyday terms with examples and worksheets.
Session 3: Choosing the Right Helpers and Avoiding Risky Shortcuts
Picking the right people to handle your affairs is one of the most important parts of planning. This session explains how to choose executors, trustees, and health care decision-makers without creating family conflict. We’ll also talk about common “quick fix” mistakes—like adding someone to your bank account—that can cause tax problems, legal issues, or disputes. Attendees will leave with tools to choose the right helpers and structure things in a safe, simple way.