Seven Secrets to a Solid Estate Plan
Join The NC Planning Team on September 26th at the Wake Forest Chamber of Commerce for a FREE educational seminar on what it takes to have a solid estate plan in place. Already have an estate plan in place? We will also discuss when you should update your documents and any concerns there may be. We will discuss the following items:
- Basics of Estate Planning
- Key Documents Everyone Needs such as Durable Power of Attorney, Health Care Power of Attorney, Living Will, HPAA Authorization, Last Will and Testament as well as Revocable and Irrevocable Trust
- Key Life Events That Merit Updating Your Plan
- Coordination of Beneficiary Designations on Accounts to Avoid Probate
Seven Secrets to a Solid Estate Plan
Date and Time
Thursday Sep 26, 2019
6:30 PM - 8:00 PM EDT
Thursday September 26th at 6:30 p.m.
Location
Wake Forest Chamber of Commerce
350 S. White Street
Wake Forest, NC 27587
Fees/Admission
Free
Website
Contact Information
Aimee Hardesty
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