LUNCH & LEARN! Creating a Strong Estate Plan: Protect Your Family and Your Finances
Advertisement
Join us for a free lunch and learn series at the Simsbury Inn about getting your estate plan in order!
In this first session, Attorney Brendan Daly will explain important estate planning documents like Wills, powers of attorney, advance directives, and trusts, and the purpose and powers included in each.
Learn what happens if you don’t have a Will when you pass away, how your estate gets divided amongst your heirs, how to choose your power of attorney and health care agents, and some common estate planning mistakes that you will want to avoid.
Even if you have already created an estate plan, discover when and if you should have your existing documents reviewed and updated.
Lunch will be served beginning at 12:00 PM with the session to follow at 12:30 PM.
To attend, register here: https://lp.constantcontactpages.com/ev/reg/2cuyzdn/lp/8ed101fe-aaeb-4686-bc20-e7a7aaf21fcb
Get Tickets
In this first session, Attorney Brendan Daly will explain important estate planning documents like Wills, powers of attorney, advance directives, and trusts, and the purpose and powers included in each.
Learn what happens if you don’t have a Will when you pass away, how your estate gets divided amongst your heirs, how to choose your power of attorney and health care agents, and some common estate planning mistakes that you will want to avoid.
Even if you have already created an estate plan, discover when and if you should have your existing documents reviewed and updated.
Lunch will be served beginning at 12:00 PM with the session to follow at 12:30 PM.
To attend, register here: https://lp.constantcontactpages.com/ev/reg/2cuyzdn/lp/8ed101fe-aaeb-4686-bc20-e7a7aaf21fcb
Get Tickets
Advertisement