Plan Your Estate Before It’s Too Late In-Person
Plan Your Estate Before It’s Too Late, a discussion on wills, estates and legacy giving will answer basic questions to help you get started in thinking about your own plan. A question and answer period will follow the presentation.
Moderating the panel will be Rebecca Miller, a wealth and legacy planner specializing in retirement planning. Discussion will be led by Gail Matthews, a local trust and estates attorney.
Topics to be discussed include: Why have an estate plan? Who should be my executor? How do I determine my estate’s value? Who should help me plan my estate? What is probate? And how do I make bequests to charities? Making a plan can lead to peace of mind that your wishes will be honored both during your lifetime and after, prevent disputes or confusion among your heirs, and even help others plan ahead for their own future needs.
Presented by Rebecca Miller from The Financial Awareness Foundation, a 501(c)(3) non-profit organization dedicated to significantly improving financial awareness and literacy.
- Date:
- Tuesday, April 11, 2023
- Time:
- 6:00pm - 7:00pm
- Time Zone:
- Eastern Time - US & Canada (change)
- Location:
- Community Room
- Branch:
- Trumbull Library
- Audience:
- Adults Seniors
- Categories:
- Educational Financial Planning