Who Needs an Estate Plan? (You do!)

Only 32 percent of Americans have a will or estate plan. Many believe they don't have enough assets to have a plan. Think again! Others believe they have plenty of time to put their affairs in order. Think again! A well-crafted plan is a gift to your heirs and does more than simply distribute financial and tangible assets.
Join Pamela Puleo, a Fellow in Charitable Estate Planning, as she leads us through a fun and interactive exercise to help determine where our plans may have gaps or where there may be opportunities for improvements

Also check out other Nonprofit events in Concord.