The Essentials of Estate Planning

Topic:  The Estate Planning Process – Why it is Important and How to Start

This session will cover topics such as why it is important to have your estate plans in order and what could happen if you don’t, what types of individuals you might contact to get your estate plans in order (what does the team look like – estate attorney, financial planner, accountant, etc.), how to prepare for an interview with a potential estate attorney or other estate planning professional (what information do you need to know/bring, what questions to ask).

Fox Rothschild LLP is the presenting sponsor for this program which will be open to the public free of charge.