Wills, Trusts, and Estates
Schedule
THURS
October 23
6:30 – 7:30 PM
Info
Instructor: Matthew McAnulty, CFP, EA, Sgroi Financial
This class will cover what everyone needs to know about Estate planning. Often when one is planning their legacy, they will wonder how their assets will be transferred when they’re gone. They will often ask: Do I need a will? How do beneficiary designations work? Do I need a trust, and if so, what kind do I need? How do taxes factor into estate planning? What should I do for Long Term Care? What does Medicaid cover? Should I have Power of Attorney? Get answers to these questions and more, to help make estate planning easier.
*Gold card eligible.