Estate Planning 101: From Legalities to Legacies
Date: June 14, 2018 Time: 6:30 PM - 8:00 PM
Event Description No matter what your economic or marital status, estate planning is something EVERYONE needs to address. Regulations are complicated and tax rules are constantly changing, but the need to have key documents ready and plans in place are a constant. Beyond ensuring you have your financial affairs in order, taking the time to express your dreams and wishes for the future; reflect upon how you wish to be remembered by family and friends; and explore ways that your values can live on within the greater community are just as important when creating a legacy plan. Invest an hour with Financial Advisor David Treece and Estate Planning Attorney Laura Bourne Burkhalter to get answers to key questions that can make a lifetime of difference to your loved ones! - What documents do I need? - How do I select the most appropriate executor for my estate? - How often should I update my plan? - What are the advantages of trusts? - What property does a will cover? - What do I want my lasting legacy to be?