PART OF THE FREE SEMINAR SERIES BEING HELD AT THE OXFORD SENIOR CENTER
Two local attorneys will help you think ahead so you can leave all the information your loved ones need to take care of your belongings, business affairs, and wishes. Having a will helps minimize any family fights about your estate that may arise, and also determines the “who, what, and when” of your estate.
Also an IDEAL seminar for the adult children designated an Executor of a parents’ estate.
Tara R. Jones and Celia Weingartner from Treleven & Klingensmith will help you understand how to protect your assets and your family after you’re gone.
Recent changes to Medicare and Medicaid
Wills & Trusts
Estate Planning
Additionally: Aaron Ames, CFP®. Financial Advisor will spend time discussing how each of these impact financial planning in retirement.
YOU DON’T WANT TO MISS THIS!
Please register below so we have enough handouts for all
“Estate planning is an important and everlasting gift you can give your family.”