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Estate planning is never easy, but it’s an essential process to take care of your loved ones and make sure your affairs are settled the way you want them to be. And while securing the proper legal documents is a key part of necessary planning, it’s not the only part.

This webinar will discuss the concept of a “good ending” and strategies to get your affairs in order. Join Lila Quintiliani, MOAA’s program director for financial and benefits education/counseling, and special guest Dr. Barbara O’Neill, CFP®, AFC® -- personal finance expert, professor, and author -- for a discussion covering topics like:

• Simplification and downsizing
• Net worth calculation
• Creating a financial “notebook” and a digital assets inventory
• Emergency contact cards
• Untitled property planning
• Writing a letter of last instruction

Your family deserves a clear path forward for their financial future, and you deserve the peace of mind that comes with knowing you have a plan in place. Our expert guidance can help.

MOAA Premium and Life members have access to all recorded MOAA webinars at any time via MOAA’s Webinar Archive. Want to join MOAA? See MOAA.org/join for details.