- This event has passed.
“Self-help” and “Do it yourself” Estate Planning
March 27 @ 11:00 am – 12:00 pm
Interested in learning more about the use and, more often, the misuse of Online Will and Trust Forms, Beneficiary Designations, PODs, TODs, and Joint Ownership With Right Of Survivorship? Local estate planning attorney, Christopher Sherwood, of Yonkee & Toner, LLP, will share his knowledge and experience working with clients on these matters. We will discuss how these estate planning tools can positively and negatively impact your assets, your estate, and your beneficiaries. We will review various methods of easily and simply transferring your assets to your beneficiaries and will answer your questions about what you currently have in place, what you can do, and more. Please join us!
Thursday, March 27 • 11:00 am to 12:00 pm • $5 voluntary contribution • Community Room
