- This event has passed.
Everything You Need to Know About Estate Planning
March 10, 2022 @ 12:00 pm - 1:00 pm
Whether you already have an estate plan or are thinking about creating one, this is a perfect opportunity to learn various aspects of estate planning, what you need to do to protect yourself and your family, and ask all those questions that have been on your mind.
What you’ll learn:
– What is a basic estate plan?
– Which one is best for you?
– How can you best protect your loved ones if something happens to you?
– What is a revocable trust and should you have one?
– Do you need to worry about estate taxes and if so, what are your options?
About the Michele:
After graduating from Georgetown University, Michele began her career in banking at Chemical Bank, doing corporate finance and commercial lending work. She attended Fordham University School of Law at night and worked at Skadden Arps Slate Meagher & Flom in New York after graduating from law school. Her primary focus is on trust and estate planning, wealth transfer and legacy planning issues, as well as estate administration and probate litigation. She assists clients of all ages and at every stage of life. She enjoys the personal connections she forges with her clients and appreciates the ability to assist each client with his or her individual needs.
CAN’T MAKE THIS EVENT?
Get on our email list for future event notifications
CURIOUS ABOUT HAYVN?
WANT TO SEE MORE?