Making plans for after death can feel morbid and downright sad. But when the time comes, the better prepared you are, the easier it is for your loved ones after you pass. There are so many factors beyond the basics of estate planning that you need to consider: powers of attorney, trusts, gifting/titling, the list of details seems endless.
Join us on June 16 (4 PM) when Dianne Nolin, CFP®, CDFA® Managing Partner & Private Wealth Advisor of Argent Bridge Advisors, and Jennifer Schiffer, Estate Planning Attorney of Bean, Kinney & Korman, sit down to discuss the details of estate planning. During "Estate Planning: Getting Down to the Nitty Gritty" we'll discuss long-term strategies to support your family, plan for the future, and preserve your legacy. Additionally, we will explore giving and your social impact after passing and how you can support the causes you most care about.
Save your seat to join us!