Estate Planning

Tiffany Czajka will share how everyday financial planning – from budgeting and managing debt to identifying assets- lays the foundation for a strong estate plan.

Then, Eva Adams, lead staff attorney with CDEL’s Housing Preservation Project, will cover the essentials of estate planning including:
• Why estate planning matters at every income level
• Key documents such as wills, powers of attorney, advance directives, and Transfer on Death Instruments (TODI’s)
• The roles & responsibilities of Executors and Trustees
• Simple strategies to