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SUMMARY:SPIRIT: What Did I Just Agree To? Understanding the Real Responsibilities of an Executor and Healthcare Proxy
DESCRIPTION:What Did I Just Agree To? Understanding the Real Responsibilities of an Executor and Healthcare Proxy \nPresented by Jonathan Gudema\, Esq. and Tim Cravens \nMany people agree to serve as an executor or healthcare proxy without fully understanding what the role requires. This practical session explains the real responsibilities involved\, common challenges people face\, and how having proper documentation in place can make the process far more manageable. We will also cover what banks and institutions look for when distributing funds to beneficiaries and how free estate planning tools like GivingDocs can help keep you organized.  \nCan’t make the program? Have a look at givingdocs.com/ou and see how it can help. \nJonathan Gudema\, Esq. \nJonathan is an experienced attorney and advisor specializing in estate planning and planned giving. For over 25 years\, he has guided individuals and nonprofit organizations through the complexities of wills\, trusts\, and other legal instruments that ensure wishes are carried out effectively. As founder of Planned Giving Advisors\, Jonathan helps clients understand the practical and legal responsibilities involved in roles such as executor and healthcare proxy\, and how proper documentation can prevent common challenges. \nClick here to register for the Zoom link for online participation and/or to receive the recording following the program. \nThis  SPIRIT program is dedicated to the memories of Moshe Ben Dov Ber (a”h) and Shayna Mirel bas Aharon (a”h) (Melvin and Mirele Steinig) \n  \nCORPORATE SPONSORS:   \nMEMORY MATTERS — https://renayudkowsky.com/signature-course/ \nCAPITIL REAL ESTATE — https://capitil.com/ \nMEDICARE INSURANCE SPECIALIST — https://www.65andready.com/ \nFORSPANKLEAR\, LLP — https://www.forspanklear.com/ \nWINSTON WEALTH ADVISORS — https://winstonwealthadvisors.com/ou/ \nSCHWARTZ BROTHERS JEFFER/SINAI CHAPEL/PARKSIDE MEMORIAL CHAPELS — https://www.dignitymemorial.com/funeral-homes/forest-hills-ny/schwartz-brothers-jeffer-memorial-chapels/4131 \nFIRST ISRAEL MORTGAGES:  https://www.firstisrael.com/ \nJRESPONDER — https://www.sosresponder.com/ \nKORINSKY & KLEIN\, LLP —  https://www.kklawfirm.com/ \nLET’S GET ORGANIZED — https://lgorganized.com/ \n____________________________________________________________________ \nWe have created a new SPIRIT website with archives and upcoming programs! Now you can watch all of the SPIRIT presentations geared toward retirees- on subjects such as history to exercise to mental health\, all in one place!  \nCLICK HERE to enjoy past programs on-demand at your convenience!    \n\nThe information provided by the OU SPIRIT program is for informational purposes only and should not be construed as advice on any legal/medical/nutritional/mental health/ financial/halachic or other subject matter.  You should not act or refrain from acting on the basis of the information you learn during a SPIRIT program without seeking legal/medical/nutritional/mental health/financial/Rabbinic or other appropriate professional advice. \n\nPartnering Synagogues: \nAnshei Chesed Congregation\, Boynton Beach (FL)\nAnshei Emuna Congregation\, Delray Beach (FL)\nBeth David Synagogue\, West Hartford (CT) \nBialystoker Synagogue\, New York (NY)\nB’nai Israel-Ohev Zedek\, Philadelphia (PA) \nCongregation Agudath Sholom\, Stamford (CT)\nCongregation Ahavas Sholom\, Columbus (OH)\n Congregation Aitz Chaim\, West Palm Beach (FL)\nCongregation Anshe Sfard\, New Orleans (LA) \nCongregation Anshe Sfard Kehillat Torah\, Glendale (WI)\nCongregation Beth Hamedrosh\, Wynnewood (PA)\nCongregation Beth Aaron\, Teaneck (NJ)\nCongregation Beth Ora\, Montreal (QUE)\nCongregation Beth Sholom\, Providence (RI) \nCongregation Bnai Yeshurun\, Teaneck (NJ)\nCongregation Etz Chaim of Kew Gardens Hills (NY) \nCongregation Kehilath Jeshurun\, New York (NY)\nCongregation Machane Chodosh\, Forest Hills (NY)\nCongregation Ohav Zedek\, Wilkes-Barre (PA)\nCongregation Ohr Torah\, West Orange (NJ) \nCongregation Tiferet Israel\, Austin (TX)\nCongregation Torah Ohr\, Boca Raton (FL) \nCongregation Zvi Jacob\, Utica (NY)\nDarchei Noam\, Minneapolis (MN) \nEast Denver Orthodox Synagogue (EDOS)\, Denver (CO)\nFleetwood Synagogue\, Fleetwood (NY) \nJewish Center of Atlantic Beach (NY)\nKehillat New Hempstead (NY) \nKehillat Shaarei Torah of Toronto (ONT)\nKeneseth Beth Israel\, Richmond (VA) \nNer Tamid Greenspring Valley Synagogue\, Baltimore (MD)\nSuburban Orthodox Congregation Toras Chaim\, Baltimore (MD)\nSuburban Torah\, Livingston (NJ) \nUnited Orthodox Synagogues\, Houston (TX)\nYoung Israel of Bal Harbour\, Surfside (FL)\n Young Israel of Brookline (MA)\nYoung Israel of Deerfield Beach (FL) \nYoung Israel of East Brunswick (NJ)\nYoung Israel of Elkins Park (PA) \nYoung Israel of Fort Lee (NJ)\nYoung Israel of Hillcrest (NY) \nYoung Israel of Hollywood/Ft. Lauderdale (FL)\nYoung Israel of Kew Gardens Hills (NY) \nYoung Israel of New Hyde Park (NY)\nYoung Israel of Plainview (NY)\n Young Israel of Queens Valley (NY)\nYoung Israel of Southfield (MI)\n Young Israel of Stamford (CT)\nYoung Israel of West Hartford (CT)\nYoung Israel of West Hempstead (NY) \n\nOU Privacy Policy  \nFor more information about becoming a SPIRIT Partner\, contact Rebbetzin Judi Steinig\, steinigj@ou.org
URL:https://www.ou.org/event/spirit-what-did-i-just-agree-to-understanding-the-real-responsibilities-of-an-executor-and-healthcare-proxy/
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