Estate Planning 101: Leaving A Financial Legacy & Protecting Those You Love (in-person AND Zoom)

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Program Type:

Presentation

Age Group:

Adults
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Program Description

Specific Event Details

Estate planning can be a complex process and often feels overwhelming. In this session, we will review the various legal documents that are necessary to protect your assets and make things easier for your family as you age. Estate planning is for everyone, especially new parents. This session is perfect for anyone looking to learn about the process and what is involved in setting up an Estate Plan of your own. Presented by Jonathan Goldberg of Bloom Advisors.

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