Note: This workshop is now full and registration is closed. Contact Jim Flack to be added to a waitlist for a future workshop.
A marriage, the birth of a child, the purchase of a home, an inheritance received or a long trip anticipated get people thinking about their estate plans. But the truth is, the majority of US adults die without even a written will, leaving their loved ones without guidance, and turning crucial personal decisions over to the courts.
An up-to-date estate plan puts you in control of the economical and efficient distribution of what you own to those you love. Your plan also allows you to control who manages your finances if you cannot, and to specify the kind of health care you do, or do not, want.
Join us and planned giving expert Phil Murphy over lunch and learn about the power of estate planning and what free estate-planning tools are available to your through your membership at the Mechanics' Institute.
Light lunch provided.
Free follow-up telephone consultation available for attendees.
The class and phone consultations are for educational-purposes only. No legal services or financial products will be promoted or offered.