4/27: Estate Planning Workshop

Tue, 03/21/2023 - 11:23am
Estate Planning Header

Thursday April 27, 2023

3:00 p.m. – 4:30 p.m. in the Great Room.
Join financial advisor Marta Haydym-Silver and estate planning attorney Alex Jackson as they lead participants through the basics of estate planning.

 

  • Workshop topics will include:
  • Account registration
  • Designating a beneficiary for your estate
  • Creating and updating your will and/or trust
  • Tax information
  • Life insurance
  • Transfer on death (TOD)
There will also be time for a Q&A with the experts. This workshop is free and open to the public.
Questions? Call the library at 207-633-3112.