To Will, Not to Will, or To Trust

“To Will, Not To Will, Or To Trust – I Heard I Don’t Need Any Of That If I Just Add My Beneficiaries To My Home And To My Bank Accounts” – Presentation and discussion with Christopher Sherwood, Attorney, Yonkee & Toner, LLP

Interested in learning more about what it means when you add your children or other beneficiaries to the deed to your home? What about when you do that with your financial accounts? What happens if you die without a signed Will? Or, what if you die with a properly signed Will in place? Or, how about avoiding Probate with a Revocable Living Trust or other Probate avoidance tools? 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.  Voluntary contributions welcome.