About This Activity
Description
In this interactive session, we will discuss the different ways your assets can pass to your loved ones when you die. Specifically, we will cover documents like the Revocable Living Trust and Last Will and Testament.
We will also discuss options such as joint ownership and payable-on-death (POD) beneficiary designations.
Each of these options has pros and cons, and we will talk about those in detail.
We will also spend time discussing which option might be best given a person’s particular asset situation and wishes.
Presenter: Jill Watskey, Attorney
Activity Secondary Category
Membership Required
Location
302 at Iowa City/Johnson County Senior Center
Prerequisites
Iowa City Membership - 1 person
or Iowa City Membership - 2 people
or Iowa City Membership - 3 people
or Iowa City Membership - 4 people
or Non-Iowa City Membership - 1 person
or Non-Iowa City Membership - 2 people
or Non-Iowa City Membership - 3 people
or Visitor Membership
or RenewActive Membership FY27
Map & Direction
Iowa City/Johnson County Senior Center
•
28 S Linn St
Iowa City, IA
52240
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