No matter how large or how modest, everyone has an estate
and something in common—you can't take it with you when you die. Your estate is
comprised of everything you own— your car, home, other real estate, checking
and savings accounts, investments, life insurance, furniture, and personal
possessions. Making a plan in advance and naming whom you want to receive the
things you own after you die is important and so is making sure you have financial
documents you need in place while living.
To ensure this happens you need to provide instructions. Come join us as we learn basic estate
planning tips from Rhonda Godwin, Director of Administrative and Investment
Operations, Oklahoma City Community Foundation.