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How to Begin Building Your Estate Plan

February 27 @ 1:00 pm - 2:00 pm EST

Virtual Event Virtual Event
Free
Abstract

Discover how to build a legacy for you and your family while maintaining self-dignity and control. Explore the legal documents that ensure your estate planning goals are achieved and your loved ones will act in accordance with your wishes. We will identify common estate planning tools and develop a strategy for individuals to build a successful estate plan for you and your beneficiaries.

In this program, you will learn

  • What it means to create an estate plan and how to identify goals
  • Different Estate Planning tools, including but not limited to Last Will and Testament, Living Trust, Power of Attorney, Healthcare Proxy and Living Will.
  • Estate Planning is not one-size fits all, some situations require special considerations and planning

Who should attend

  • Solo Seniors
  • Families with loved ones with special needs
  • Married Couples
  • Blended Families
  • Individuals over 18

Speaker
Michelle L. Scanlon, Esq. Attorney at Norris McLaughlin

Michelle is an Associate at Norris McLaughlin, P.A. where she represents and advises her clients regarding matters related to estate planning, estate administration, trust administration, special needs planning, long-term care planning and advocacy, fiduciary representation, public benefits, including Medicaid, guardianships, and other elder care-related issues. She has extensive experience drafting wills, revocable and irrevocable trusts, Medicaid asset protection trusts, supplemental needs trusts, durable powers of attorney. Michelle is licensed in NJ and NY.


About Age Brilliantly

Age Brilliantly is a vibrant community dedicated to assisting adults of every age in maximizing the chances for a gratifying 100-year life. The Academy @ Age Brilliantly.org offers educational content focusing on cultivating the Age Brilliantly mindset and adopting the necessary skills and habits to reach life-path milestones.

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Workshop Zoom Link
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Tickets

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Details

Date:
February 27
Time:
1:00 pm - 2:00 pm EST
Cost:
Free

Venue

Virtual Workshop
NY United States

Organizer

Michelle L. Scanlon

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