Skip to main content
march 6 2024

ESTATE PLANNING 101

Matt Margolis, Margolis Weldon LLC.

Wednesday, March 6th at 9:15am

 

TRUSTS AREN’T JUST FOR THE PRITZKER’S 

Elder Law Attorney, Matt Margolis, will teach you about the importance of estate planning, no matter your level of wealth. This discussion will cover what is important to include in your estate planning and how to use trusts and other tools to protect your loved ones.

Understanding Options:

Learn about the various options that you have in order to make sure that you leave what you want to leave to those to whom you want to leave it.

How to Plan:

  • The importance of Powers of Attorney documents
  • Understanding the differences between a will and trust
  • De-mystifying estate planning myths

Learn more about Margolis Weldon, LLC at https://www.margolisweldon.com/

Matt Margolis, Margolis Weldon LLC.

REGISTER HERE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YMCA EDUCATION SERIES

2705 techny Rd., Northbrook, IL, 60804
Event Details
Mar 6, 9:15 am - Mar 6, 10:15 am
2024-03-06 09:15:00 2024-03-06 10:15:00 America/Chicago ESTATE PLANNING 101 ESTATE PLANNING 101 Matt Margolis, Margolis Weldon LLC. Wednesday, March 6th at 9:15am   TRUSTS AREN’T JUST FOR THE PRITZKER’S  Elder ... YMCA EDUCATION SERIES YMCA EDUCATION SERIES
Contact Information