Planning for Peace of Mind: Power of Attorney & Avoiding Probate with Estate Planning

Join attorney Jeanette Mullett-Meisel from Ohio Heritage Law and financial advisor Matt Mize from Primerica for a concise, informative discussion about estate planning. Learn how simple estate planning steps can offer peace of mind and protect your loved ones.

Topics include:
✅ Why a Power of Attorney (POA) Matters: How a POA ensures trusted individuals can manage financial and healthcare decisions if you’re unable to.
✅ Using a POA Effectively: Tips for choosing the right agent and understanding their role.
✅ Avoiding Probate: How strategies like trusts can help assets pass smoothly to your loved ones without court delays and expenses.

This presentation is ideal for anyone seeking practical, easy-to-understand information about planning for the future. Jeanette’s approachable style makes these important topics accessible and actionable.