Wills and Trusts (Webinar)

Planning ahead can bring peace of mind for you and your loved ones. In this informative IN-PERSON class, you’ll learn whether a will, trust, or other estate planning tools are right for your situation and how they work together to protect your wishes and financial legacy.

Led in partnership with trusted elder law attorney Frank J. Danzo, this session covers the fundamentals of estate planning in clear, easy-to-understand terms, whether you’re just getting started or reviewing an existing plan.

Topics include:

• Probate: how assets are handled after death
• Taxes after death and how they may impact your estate
• Planning for incapacity or disability
• Wills, trusts, and powers of attorney
• Key considerations for future planning—and more

Take this opportunity to gain clarity, ask questions, and feel confident about planning for the future.

For more information, please contact our Education and Marketing team at [email protected].

Location
Online via Zoom
https://us02web.zoom.us/j/84590224701

Meeting ID: 845 9022 4701

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