What do you want to happen to your stuff after you're gone? Estate Planning 101
Wednesday, May 27
2:00pm - 3:00pm
Learn from a financial advisor how wills, trusts, and beneficiary designations work together and how to think about estate taxes, gifting and passing wealth without the jargon.
You will need to be signed into Zoom to attend this program via the web.
To sign in, you must first create a free account: https://zoom.us/signup
Once you are signed in on Zoom, return to this page and click on the link below to join the program.
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Most of us avoid this conversation until the life forces it. This free workshop is a calmer way in, before anything is urgent.
In this free workshop provided by a certified financial advisor you will learn:
- Why the state already has a plan for you (and why you probably won't like it)
- How wills, trusts, and beneficiary designations actually work together
- The difference between revocable and irrevocable trusts, in plain language
- How to think about estate taxes, gifting and passing wealth without the jargon
- Where life insurance fits when it's time to pay the bill
- The small decisions you can make now that save your family from big ones later
Presenter: Duane Rollins, Wealth Management Advisor (First Financial Group)
Join our event here: https://us02web.zoom.us/j/85203445429
Or Dial In: 301 715 8592; Meeting ID: 852 0344 5429
Questions about this program? Contact the branch 240-773-9515
By joining this Virtual MCPL program, you agree to abide by our rules of conduct. Library staff has the authority to remove you from this program if we deem your behavior to be inappropriate, to ensure the safety of staff and customers.
Learn about MCPL's Zoom Security Settings
Accommodation Requests
To request an accommodation, contact the library branch where you want the accommodation. If they are unable to help, or if you need an accommodation for an online resource or event, complete our Accommodation Request Form online or call Library Administration at 240-777-0002.
cm 1.1 01/03/2023