- Do you know what will happen to your wealth when you're not here to manage it?
- Have you thought about the legacy you'll leave behind and who will benefit from your financial resources?
- Are you confident that your assets will be distributed according to your wishes after you're gone?
If you answered "no," or "I'm not sure," to any of the questions above, this event is for you!
Let’s Talk Trusts: The importance of estate planning: understanding the benefits and consequences of not having a plan in place. A trust can be a valuable estate planning tool, regardless of your net worth. It can provide peace of mind and ensure that your assets are distributed according to your wishes. Join us and hear from certified financial planner and managing partner of Shira Ridge, Laurie Nardone and Trusts and Estates Attorney from Poppin Law, Karolyn Poppin. This event will help address the benefits of being empowered about your finances as well as protecting your assets for future generations, philanthropy or whatever your goals may be.