You accumulate assets over time and may forget to look at the big picture.  For example, you start a small retirement account at your first job and name a beneficiary at that time; you buy a piece of land while you’re still single; you inherit money and deposit it to your checking account.  When you die, each of those assets will follow different distribution paths. 

“Estate Planning” is about getting documents prepared to plan for your future AND about making sure you’ve got your i’s dotted and your t’s crossed.  You don’t have to be rich or old to go through this process.    

Join Rebecca Sargent and Elizabeth Young, with Jones, Kuriloff & Sargent, LLC, to learn about the documents and considerations.  There’s the financial power of attorney (i.e., who's going to pay your bills when you no longer can); medical power of attorney (i.e., who will make medical decisions if you’re incapacitated); and your Will (i.e., what happens to your assets when you die). 

This workshop is for people who want to learn the basics about estate planning.  If you have put off thinking about these issues because you don't know where to start or what questions to ask, this workshop is for you!  This is an in-person class.

Join in on FDIC Money Smart sessions. Learn how to make money decisions in a fun, no pressure, confidential environment. You’ll find a treasure trove of resources while playing games and taking part in activities that will get you on the road to taking charge of your financial  future. If you’re looking for a low-key and supportive environment, this offering is just for you!  Ongoing enrollment.  These are designed to be in-person sessions. 

If you would like to learn more about this class, register here, call 207.664.7110, or email adultedinfo@ellsworthschools.org for an appointment with a student advisor.