Event box

Creating a Strong Estate Plan

Creating a Strong Estate Plan In-Person

Creating a Strong Estate Plan: Protect Your Family and Your Finances With Associate Attorney Jeanne Di Minno

Whether you are a planner or a procrastinator, having a strong and up-to-date estate plan should be at the top of your to-do list. In addition to providing the peace of mind of knowing your final wishes will be legally documented, an estate plan provides a roadmap for your loved ones to know how to care for you if you are no longer able to care for yourself and/or your financial and legal affairs. In this session, you’ll learn about important estate planning documents like Wills, powers of attorney, advance directives, and trusts, and the purpose and powers included in each.  Furthermore, we’ll examine what happens if you don’t have a Will when you pass away, how your estate gets divided amongst your heirs, who can pay your bills if you can’t, how to choose your power of attorney and health care agents, and some common estate planning mistakes that you will want to avoid. Even if you have already created an estate plan, discover when and if you should have your existing documents reviewed and updated.

About Jeanne Di Minno

Estate planning, Medicaid planning, and estate administration can be complicated – especially if the jargon and concepts are brand new to you. Jeanne Di Minno can take these difficult concepts and translate them into something understandable is vital. A self-proclaimed “people-person,” Jeanne truly enjoys helping people and has an extensive varied background in law that includes real estate, family law, alternative dispute resolution, and working in the criminal court. These experiences, along with Jeanne’s knowledge of other areas of law, give her a unique perspective and have helped her be able to literally explain anything to anyone!

Date:
Thursday, March 13, 2025 Show more dates
Time:
6:00pm - 7:00pm
Time Zone:
Eastern Time - US & Canada (change)
Location:
Memorial Hall
Audience:
  Adults  
Categories:
  Business, Career, & Financial  

Registration is required. There are 34 seats available.

Event Organizer

Amy Berkun

More events like this...