ESTATE PLANNING 101
Matt Margolis, Margolis Weldon LLC.
Wednesday, October 2nd 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.
