2:00 - 3:00
Join San Francisco Village member and retired lawyer Susan Pollack for a conversation about organizing and sharing information about one's estate and other critical documents - both for oneself and for those who will have to deal with it. We’ll talk about all the kinds of information you want to consider, such as: important contact details, estate and health care documents, property arrangements, where to find things, accounts to stop/monitor/pay, insurance, automobiles, etc.
Rather than legal advice and how to fill out a will, trust, or health care directive, we'll be focusing on how to think about the types of information and documents you should have, who you want to share it with, and the necessary conversations to have with people you’ve chosen. The outline Susan works from is one she developed for herself after her husband died, and now uses in discussions with her friends and colleagues. Think of something else? Bring it to the group so we can all think about it together!
Space limited. Reservations required: (415) 355-2858 or sign-up at the reference desk.
Personal Finance
Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.
Financial Capability Month
Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.
Older Adult
Learn and live well at any age.