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 valid Durable Power of Attorney and you need assistance or you can no longer manage your own affairs? What happens if you die without a valid Will? Or, what if you die having signed a Will? Do you have questions about avoiding Probate and Revocable Living Trusts? Or, how can Beneficiary Designations, PODs, TODs, and assets owned Jointly With Right Of Survivorship benefit or negatively impact your Estate and your Beneficiaries? Estate planning attorney, Christopher Sherwood, of Yonkee & Toner, LLP, will share his knowledge and experience 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. Please join us.

Thursday, January 23 • 11:00 am to 12:00 pm • $5 voluntary contribution • Community Room