Wills, Trusts, & Power of Attorney, Thurs., Nov. 14, 7 pm

In this Association of Financial Educators presentation, we will go over the importance of having a current Estate & Incapacity Plan in place. We will review the important terms and documents, as well as the key factors in developing an Estate Plan and Incapacity documents. Learn how lifetime gifting, trusts, and life insurance can affect your family wealth, and the […]
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