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Tuesday, September 19, 2023

Estate Planning with Caplan & Earnest
Location: Blue Sage
Time: 6pm to 7pm
Description:
 
 
WILLS, TRUSTS, POWERS OF ATTORNEY, AND PROBATE
Estate planning can be a complicated subject. Having clarity and knowledge is essential in proper estate planning. Join Lynn Bird, estate planning attorney, for a presentation covering a variety of estate planning topics, including: 
 
  • Wills and trusts
  • General powers of attorney
  • Medical powers of attorney
  • Living wills
  • Medical directives
  • Beneficiary designations for life insurance and retirement accounts
  • Probate, estate, and inheritance tax laws
 
Lynn will also have a give-away for a free bottle of wine! The presentation is about an hour long and Lynn will be available following the presentation to answer questions. 
 
Free to attend, please RSVP to reserve your spot!