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Online Estate and Trust Coordination


January 18, 2022, 1:00 pm - 2:00 pm

Begin With the Basics

Presented by Jennifer Rivett, Esq.

Having a solid estate plan is among the most important things you can do for yourself and your loved ones. It is, however, a task some people dread and put off dealing with until later in life. If you have a plan in place, is it time for a review to keep things current?

Smart planners are also considering the best options to control health care costs and further preserve assets for future generations. So, how can you tie all the pieces together and maintain control of your choices?

The session begins with the basics of estate planning including documents, including the types of trusts – then explores some scenarios and planning options to avoid the probate process and help your assets move smoothly to your beneficiaries.

Our Presenter:

 

Attorney Rivett is a Shareholder with Divine, Millimet & Branch, P.C. who works closely with individuals and families to understand their estate planning needs and goals.

 

 

 

This 60-minute online workshop will take place via Zoom. A link and instructions on how to join will be sent to all who RSVP. To RSVP contact Carmen at 603-836-2302 or simply complete the form below. Space is limited. There will be an opportunity to ask questions following the presentation.