10:30 – 1:00
What You Need to Know About Coordinating
Wills, Trusts and Estate Plans
A complimentary luncheon presentation with Estate Planning Attorney Pat McGrath
Navigating the complexities of estate planning, trust coordination and healthcare could, at first, seem like a mind-boggling maze. Knowing the details of your plan, keeping the beneficiaries current, funding trusts, updating powers of attorney and coordinating of all these pieces based on changing family and economic dynamics is a lot to manage. Smart planners are also considering the best options to control health care costs and further preserve assets for future generations. So, how can you tie all the pieces together and maintain control of your choices?
Attend this complimentary luncheon presentation to gain an understanding of:
– Estate planning basics and some scenarios to explain them
– What trust coordination means and how it works
– Different types of trusts
– The pros and cons of irrevocable trusts
– Controlling health care costs for additional asset preservation
Accomplished Estate and Trust attorney, Pat McGrath of Devine, Millimet & Branch has extensive experience creating and monitoring estate planning arrangements for individuals and families. She presents often complicated information in a clear, easy to understand way – making estate planning approachable at last.
About Our Speaker
Pat’s estate planning clients are individuals and families who are planning for their future and for their children’s and families’ legacies. She works with young families, retired couples, newly single individuals, business owners, and the advisors of each to document their goals and how they want their heirs to remember them.
Limited Seating Available
Please RSVP before Tuesday, January 21, 2020 by completing the form below, or email Carmen at [email protected]
In the event of measurable snow, the date will be Wednesday, February 12, 2020.