Money Matters - Estate Planning and Insurance

Introduction
Welcome (back) to Money Matters, a bi-weekly-ish discussion group relating to topics of personal finance and financial education/literacy.

Attendees are encouraged to share their personal experiences related to finances to help others learn and achieve their financial goals.
It is planned to repeat all the sessions from last year for those new to the group in the last 6 months, or those who couldn't attend.

Topic
The topic will be Estate Planning and Insurance.
People are worried enough about their lives as it is, so no wonder they don't want to worry about their deaths too.
We will be discussing the legal documents involved, steps in various decision making processes, and insurance considerations.

Discussion Prompts / Questions

• Are you aware of or familiar with any of the legal documents involved in estate planning?
• What is the legal process for your estate when you die? What happens if you don't have a will?
• What are an executor's responsibilities? What should you consider when selecting an executor for your estate?
• How should you implement a proper estate plan for your family to follow accurately and efficiently?
• What are the primary purposes of having insurance? How do you know if you need insurance or what your insurance needs are?
• What are the various types of insurance? Are some more common or important to have or consider?

Additional Materials
Some materials relating to this topic are:

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Soliciting Notice
Any attempts to advertise, promote, or sell financial products and/or services will not be tolerated.

Financial Advice Disclaimer
The information provided is for general informational purposes only and should not be considered personalized financial advice. Consult with a qualified financial professional before making financial decisions.