ESTATE PLANNING SERIES (Part 2)
April 30 @ 11:00 am – 12:30 pm
“Self-help” and “Do it yourself” Estate Planning – Online Will and Trust Forms, Beneficiary Designations, PODs, TODs, and Joint Ownership With Right Of Survivorship. Sounds Easy, Right?
Want to better understand the use – and misuse – of online Will and Trust forms, beneficiary designations, PODs, TODs, and joint ownership? Join local estate planning attorney, Christopher Sherwood, of Yonkee & Toner, LLP, as he explains ho these tools can positively – or negatively – impact you assets and beneficiaries. Learn simple ways to transfer assets effectively and get your questions answered about what you currently have in place and what steps you can take next.
Thursday, April 30 • 11:00am • Community Room