Submitted by:
Keith Behrmann |
On October 22, 2014 The Community Foundation of Swan Valley sponsored a will night with Laurie Oakes at the Westwood Inn with 33 people in attendance.
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The purpose of the evening, to inform and educate those attending the importance and value in having a will that clearly defines the disposition of an estate. The pitfalls and potential costs in real dollars and relationships when a will is not current or the intent is not clearly stated.
Laurie, with the help of her daughter, stepped through a Power Point presentation covering topics of estate planning, power of attorney, joint accounts, health care directives, will planning and executor responsibilities.
Throughout the presentation questions came from the floor which were answered in a manner that was clear and concise. With the questions answered the evening came to a close.
The response from attendees was very positive as they expressed appreciation to the Foundation and Laurie Oakes for a very informative evening.