Planning for When the Circle of Life Begins to Close
Date & Time
September 20, 2023
Add to Calendar Disabled
Estate plans are not static, but rather change and evolve throughout a client’s life. Tom will focus on important issues to address for older clients, including disability planning, competency issues, providing for grandchildren, dealing with special “legacy assets” like a family vacation property, and getting one’s affairs in order to simplify post-death administration.