Wills & Estate Planning

24 Jan @ 7:00 pm - 8:30 pm

Estate Planning Panel Event

During the High Holy Days we looked at our lives and asked ourselves if we were on the right path spiritually but also in regards to our health, relationships, and finances.  Now as we enter into the secular New Year we ask the question again. Will your family be taken care of if something happens to you? The time to work on this is now when your family is not in crisis. 

Come learn about how to get your house in order so those who depend on you and those you love will know your wishes. Learn how you can gain the peace of mind that comes from knowing your loved ones will have a secure future. This session will explore:  

  • Wills and Trusts, guardianships, and special needs. 
  • Best practices on how to synchronize your documents’ beneficiaries with 401k’s, IRA’s and Insurance.   
  • The need for Powers of Attorney, Advance Directives  
  • Social Security …and so much more.  

Register for free today

Panelists will include: 

  • Attorney: Mathew Alman, Esq. 
  • Financial Planner: Jason Silverberg, CFP