ESTATE PLANNING 101
TRUSTS AREN'T JUST FOR THE PRITZKERS
Elder Law Attorney, Matt Margolis, will teach you abut the importance of estate planning, no mater 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 you have in order to make sure that you leave what you want 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
Wednesday, September 3rd at 9:15 am