Estate Planning Seminar

Wednesday April 3, 2024 4:00 PM
 

Join us for a complimentary educational Estate Planning workshop at the Penn Lake Library where you will learn how to control who gets what, when and how. At this workshop you will also learn how to avoid probate and the most common pitfalls associated with estate planning.

Topics will include:

  • If a will or trust is right for you
  • Understanding the biggest threats to the preservation of wealth
  • If your trust should be revocable or irrevocable
  • Maintaining family wealth over multiple generations
  • Strategies that could help reduce taxes

WHERE: Penn Lake Library

DATE: April 3 at 4pm

This event is open family and friends as well. Please feel free to share this invitation with anyone you feel may benefit from it.

RSVP deadline is past