Estate Planning: Getting Started – A Primer for Estate Planning (Session 3)
Wed, Oct 08
|Capleville Church
Is a Will or a Trust enough to truly protect you and your assets? This class goes beyond the basics to tackle crucial questions: What happens if you can no longer make your own decisions? How do you plan to age gracefully in your own home? Join us for Session 3 of our Estate Planning Series.
Time & Location
Oct 08, 2025, 12:30 PM – 2:00 PM
Capleville Church, 4725 Riverdale Rd, Memphis, TN 38141, USA
About the event
Welcome to Session 3 of our Estate Planning Series: "You Need More Than A Will/Trust." While Wills and Trusts are vital for distributing your assets after you're gone, a comprehensive plan must also protect you while you are living. This session focuses on the critical strategies and legal documents needed for planning for incapacity and long-term care.
We will explore how to maintain control over your life and finances, even if you can no longer make decisions for yourself, and discuss practical steps for aging gracefully and safely in your own home.
In this essential session, you will learn:
How to calculate your net worth by assessing your assets and liabilities, and why it is the starting point for all effective financial strategies.
How to plan for your future needs by understanding Activities of Daily Living (ADLs) like personal hygiene and dressing , and Instrumental Activities of Daily Living (IADLs) like…