- This event has passed.
Presentation—How You Own Your Assets Matters
February 29 @ 11:00 am - 12:00 pm
How You Own Your Assets Matters – Wills, Trusts, and Beneficiary Designations” – Presentation and discussion with Christopher Sherwood, Attorney, Yonkee & Toner, LLP
Interested in learning more about the effect of how you own your assets and why that matters? What happens
if you do not have a signed and valid Durable Power of Attorney and you need assistance with or you can no longer manage your own affairs? What happens if you
die without having a signed or valid Will? Or, what if you die with a Will? What about avoiding Probate and the
use of Revocable Living Trusts? How can Beneficiary Designations, PODs, TODs, and assets owned Jointly
With Right Of Survivorship benefit or negatively impact your Estate and your Beneficiaries? Local estate planning attorney, Christopher Sherwood, of Yonkee & Toner, LLP, will share with attendees his knowledge and experience working with clients on these matters. We will discuss and answer your questions about what you have in place and what you can do to easily and simply appoint the right person to manage your finances and transfer your assets to your Beneficiaries. We will discuss and answer your questions and more. Please join us.
Thursday • February 29 • 11 am-12:00 pm • Voluntary Contributions Welcome • Community Room