Documents Estate Planning Presented By: Ben Reale, CFP. What is estate planning? Enables your wishes to be...

Slide 1Estate Planning Presented By: Ben Reale, CFP Slide 2 What is estate planning? Enables your wishes to be carried out after you are gone Can ensure your interests are…

Documents Powers of Attorney What you Need to Know Brought to you by:

Slide 1 Powers of Attorney What you Need to Know Brought to you by: Slide 2 Today’s Agenda What ? Where ? When ? Capacity/Consent Who ? Compensation What if’s Slide 3…