Plan for the future with Basic Estate Planning webinar
Handling finances and possessions after a loved one's passing is a hard topic to discuss. Creating an estate plan can be immensely helpful to your family members during that difficult time. TIAA-CREF is hosting a live webinar at 10 a.m. (MT) Aug. 16 to teach you about the basics of estate planning. This opportunity, led by TIAA consultants, will cover topics, ranging from setting up financial responsibility to giving gifts to charity.
Estate planning insures your assets, possessions and rights after death. This includes family heirlooms, financial accounts, real estate and health provider instructions. Whether your estate is large or small, putting a solid estate plan in place will make things easier for your family.
Basic estate planning consists of three main documents:
- Will: You can allocate important belongings, real estate and funds to family members, friends or charities.
- Healthcare Proxy: If you become incapacitated, this will make your healthcare provider aware of your wishes and designate a trusted person to make health care decisions for you.
- Durable Power of Attorney: You can grant a family member or close friend the ability to make legal and financial decisions on your behalf if you become mentally incapacitated.
You can either access the webinar through your TIAA account or create a guest log in to register. You do not need to have a TIAA account to join.
If you are having difficulty logging into the site, update your Adobe Flash Player, or access the TIAA webinar lounge.
Need more resources? Employee Services has created a handy check list for legal documents to be completed. In addition, we recommend a few financial healthy habits while making these important decisions. These resources are available for anyone taking the next step; share them with someone who is about to or is in the process of estate planning.