It is never too early to have a plan. Join us for a lunchtime Zoom to learn the simple steps you can take right now to map out a plan that can grow and change with your needs and circumstances over time. Attendees will learn:
• The basics about trusts, estates and
living wills
• How to get started with your planning
• How to select a guardian for your
children
• Considerations for your blended
family
• How often you should review your
plan
• Special circumstances such as
medical directives and durable power
of attorney