5/9/2019 Seven Secrets to a Solid Estate Plan
Join us on May 9th at the Wake Forest Chamber of Commerce for a FREE educational seminar on what it takes to have a solid estate plan in place. Already have an estate plan in place? We will also discuss when you should update your documents and any concerns there may be. Our attorneys will also be available for Q&A following the seminar. We will discuss the following items:
- Basics of Estate Planning
- Key Documents Everyone Needs such as Durable Power of Attorney, Health Care Power of Attorney, Living Will, HPAA Authorization, Last Will and Testament as well as Revocable and Irrevocable Trust
- Key Life Events That Merit Updating Your Plan
- Coordination of Beneficiary Designations on Accounts to Avoid Probate
Please RSVP to reserve your seat!