Belleville Chapter Meeting – Own Your Future & Protect Your Loved Ones with Estate Planning

We will use the My Milestones by Commerce tool to explore estate planning resources and where to start. It can be intimidating thinking about the future, as we never know what tomorrow may bring. Fortunately, there are tools individuals can use to prepare and plan for the unexpected and detail their unique wishes. In this session, we’ll dive into what an estate plan is, highlighting the different benefits it provides individuals—whether you’re in college or nearing retirement. After discussing what can happen if you pass away without an estate plan, the session explores key terms and common estate planning documents. While everyone’s situation is unique, we’ll cover checklist items that people generally follow when creating their estate plan. Finally, the session wraps up with an overview of estate planning mistakes to avoid, which can ultimately help give you and your loved ones peace of mind that your wishes are covered.