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Introduction to Digital Estate Planning and How to Create Your Own Plan

Our lives increasingly depend upon online tools and accounts to store our information. People of all ages now have so many digital accounts, files, photos, health information, and other assets accessed primarily online that we can’t keep track of it all! What will happen to all your digital assets when you die? Who will have the legal right to manage those assets then, or if you become disabled and can no longer manage them yourself? A digital estate plan can be a tremendous help to you and your family in such situations. In this 90-minute course, you will learn what a digital estate plan is, why it is important, and how you can take steps to prepare yours.

Durable Powers of Attorney: Managing Your Role as a Principal or Agent

A durable power of attorney (DPOA) is a powerful tool often included in an estate planning package. Once you (as principal) choose someone to act on your behalf (your agent) and you sign the final document, you might believe that your work is done. The same is true with a trust after you name your trustee. However, there are important steps to take to ensure your wishes are carried out if you need help someday. Likewise, if you agree to serve as an agent (for your spouse, a relative, a friend or neighbor), how will you know your duties and how to carry them out? The key to success is careful advanced planning. This 90-minute class will explore actions you can take now, either as a principal to ensure your wishes are honored or as an agent to make sure you fulfill your duties effectively.

Managing Life Transitions

At various stages in life, from the teen years through adulthood, we all experience life transitions. They each can be a challenging journey. Join this 90-minute class where you will learn about the difference between change and transition, what you might encounter during a life transition, and practical strategies to navigate uncertainty. You will leave with helpful resources for continued growth and support on your journey. Whether you face a career change, relocation, retirement, or another major life event, there are ways to move ahead on your path with clarity and purpose.

Downsizing Possessions to Upgrade Your Life

Most of us have too much “stuff” – things we rarely or never use but we hold onto “just in case.” We keep things beyond their useful lifespan because of memories or comfort associated with them, or we intend to sort through them before giving them away, or we “might need them someday,” or all of the above. What are the costs of holding on to things that we don’t need or even want anymore? What risks and burdens for ourselves and others are created by keeping too much? How can we find ways to streamline our surroundings? In this 90-minute class, we will explore why we acquire so much and struggle with letting go of things, what benefits are possible from simplifying our belongings, and how to set your personal goals related to downsizing and create a path to fulfilling them.