Estate Planning For You And Your Family Workshop - Greater Somerset County YMCA

Estate Planning For You And Your Family Workshop

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Estate Planning For You And Your Family Workshop

August 18 @ 12:00 pm - 1:00 pm

National Make a Will Month

PROTECT WHAT MATTERS MOST:

ESTATE PLANNING FOR YOU AND YOUR FAMILY

Join Brian Hauptman, Esq., of Hauptman & Hauptman, PC, for a complimentary educational workshop that will provide clear, actionable insights on how to put a solid plan into place, helping you navigate emotional decisions with confidence. Lunch will be sponsored by Oasis Senior Advisors. Come learn about:

  •  Who needs a will – and why everyone should have one
  • The essential components of a will
  • Which assets pass outside of a will
  • Planning for children, loved ones with disabilities, and beneficiaries with special needs
  • Understanding trusts and when they may be appropriate
  • Leaving a charitable legacy through your estate plan
  • Understanding New Jersey inheritance and estate taxes

DATE: TUE., AUGUST 18

TIME: 12PM-1PM

WHERE: TEEN CENTER

COST: FREE & OPEN TO THE COMMUNITY

Registration required. To register and for more information, please contact Sylvia Velez at [email protected]

Details

  • Date: August 18
  • Time:
    12:00 pm - 1:00 pm

Location