Estate Planning | For Property Owners of All Ages

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Name: Estate Planning | For Property Owners of All Ages
Date: March 27, 2019
Time: 6:00 PM - 8:00 PM EDT
Event Description:
Plan for the road ahead and secure your financial future.

Myth: Estate planning is for the wealthy.
Truth: Estate planning is for everyone and may even be more important for smaller estates.
Estate planning maps out how you want your personal and financial affairs to be handled in the future and ensures that your family’s needs will be taken care of, making an estate plan a critical part of your overall financial plan.
Learn these estate planning basics:
  • Why you need an estate plan
  • Strategies to plan for incapacity, including special healthcare instructions
  • Wills, trusts, and life insurance
  • Key tax basics, including federal gift, estate, and transfer taxes

St. Mary's Bank
Education Center
48 Perimeter Road
Manchester, NH

Date/Time Information:
Wednesday, March 27
6:00–8:00 p.m.
Contact Information:
St. Mary's Bank 1-800-950-8850
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