Fundamentals of Estate Planning

Your Hosts:  Hilary Tuohy, Patti Moores & special guest speaker Meg Gaynor, Estate & Trust Attorney

Fundamentals of Estate Planning….we all need to do it!  

Join our interactive discussion on the following topics:-

What do I need to do while I’m alive?

  • Durable General Power of Attorney
  • Health Care Proxy
  • Living Will

How do I plan for after I’m gone?

  • Wills
  • Trusts
  • Designated Beneficiary Accounts

Review of Assets and Accounts

  • Sole or jointly held
  • Named beneficiaries
  • List of accounts and passwords

Registration closes on Friday, March 8th

March 11, 2019
6:00pm - 8:00pm


Register

Serendipity Labs
80 Theodore Fremd Avenue
Rye, NY 10580


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