Wills vs. Trusts: Choosing the Best Path for You

What role should a will or trust play in your estate plan? Join this free, virtual lunch-and-learn to explore the key differences between wills and trusts and how each can help protect your assets, provide for loved ones, and support your long-term goals. Whether you're just beginning your legacy planning journey or reviewing an existing plan, you'll gain practical insights to help you make informed decisions.

Our presenter is Lisa Brown, Staff Attorney with Legal Counsel for the Elderly. Lisa will discuss probate, different types of trusts, strategies for protecting assets, planning for long-term care needs, and common estate planning mistakes to avoid. You'll also learn how wills and trusts may affect taxes, what happens when someone dies without an estate plan, and when important life changes may require updates to your documents.

Bring your questions for this informative discussion and take an important step toward securing your legacy and helping ensure your wishes are carried out for future generations.

This is the third of three lunch-and-learn webinars in AARP Minnesota’s Planning for Your Retirement virtual series. Make the most of your midday as you prepare for crucial decision-making about Social Security, Medicare, and estate planning. Sign up for our other sessions, When to Claim Social Security & Medicare and Medicare 101 with Minnesota Aging Pathways at aarp.org/MNevents.