The Facts of Finance: Preparing Your Estate Plan
Tuesday October 18, 2016
1:00 PM
It’s a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan. Doing so lets you take a giant step toward a more secure future for yourself and generations to come.
Ron Stein, a financial advisor with Edward Jones, will lead a talk on the importance of preparing your estate plan and why it’s never too early to think about the future.
During this presentation, you’ll learn more about
* What to consider when creating a will
* The benefits of trusts in estate planning
* How to help reduce taxes on your estate
* How insurance can help protect your family
Lunch will be served.
Location: Whitehall Community Room Click here to go to the Whitehall Public Library calendar.
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