May 15 2019 - Family Involvement in Estate Planning: Three Key Elements

By: Dar Bellissimo
Saturday, March 30, 2019

What are some of the most important elements planners might consider when thinking about engaging family members in planning?

  • When to involve children in the estate planning process and when to share financial information 
  • Power of Attorney preparation and implementation 
  • Postmortem communication of something outside of the scope of the estate planning documents (such as the rationale behind how assets are to be distributed and what considerations the descendant would like the beneficiaries to keep in mind as they determine how to use their inheritance)

For additional questions or information visit their website.  There is a fee for guest. 

When:  Wednesday, May 15, 2019
Time:    4:30pm - 6:30pm
Where: Foxdale Villiage
​                500 E. Marylyn Avenue
                State College, PA 16801

 

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