Lunch & Learn

Estate planning is not “one-size-fits-all,” so planning ahead is important to ensure your assets are distributed according to your wishes.
Grab your lunch and join us in the Social Hall for this presentation from attorney Lauren Fink. Learn how essential legal documents such as wills, trusts, and power of attorney, will help you protect and maintain your relationships, independence, and quality of life.
Attendees will learn:

• Basics of a Will and Trust

• The role of Beneficiary Designation

• Difference between Probate and non-probate assets

• Payable or Transfer on Death Designations