Wills, Living Trusts, and Estate Planning

Dennis Beckwith, Office of Gift and Estate Planning

Cloyd Havens, JD, Business and Management

Come to this session to learn about:

• Wills and living trusts

• The best age at which to prepare a will, and who should prepare it

• A power of attorney for health care

• The best way to pass down assets to family and charities

• Choosing a successor trustee

• How to avoid capital gains