Why do I Need Legal Documents Now?

Objectives: 1) Learn the difference between the different types of estate planning documents (i.e. Will, Power of Attorney (POA), Medical Power of Attorney, Living Will or a Trust) 2) Learn how the different types can affect your family dynamics
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Tax Planning Calculator

Objective: Learn about tools available to help guide your decision making and review the AARP tax planning calculator and encourage participants to take action.
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