Who Holds the Keys? Understanding Legal Documents & Estate Plans

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 Presenter: Mike Davis, Certified Financial Planner and Chartered Special Needs Consultant, Legs Financial