Estate Planning 101
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Schedule
Thursday, 6:30-8:30 pm
January 27
South Middle School, Room 305
Info
Even everyday folks need an estate plan. A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you wanted. Whether your assets are worth thousands or hundreds of thousands, it’s important to protect everything you worked so hard to earn. Learn how to avoid unnecessary expenses and fees, how to reduce or eliminate taxes and how to maximize the transfer of your real estate, investments and personal belongings to your loved ones and/or charitable organizations. Taught by a financial advisor with additional support of an estate attorney.
Instructor: Ann Merkley, Merkley Wealth Associates