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Estate and Tax Planning Checklist for 2023 and Beyond

November 28, 2023 @ 1:00 pm - 2:00 pm EST

Virtual Event Virtual Event

Rosanna Roizin Esq. will be speaking about the essential legal documents every adult should have in place. The presentation will address the basics of an estate plan, including a Last Will and Testament, Living Trust, and the scoop on how estate taxes work and possible upcoming changes in the law to be aware of. Rosanna will also cover the importance of advance directives, such as a Durable Power of Attorney, Health Care Proxy and Living Will. This presentation will give individuals a basic understanding of what they need to do to ensure their wishes and values are respected if they face a long-term care crisis or a serious medical issue.

In this program, you will learn:

  • What is non-negotiable for everyone regardless of wealth
  • How to plan now so that what you leave behind is not a big mess for your loved ones.
  • Why leaving your changes to your Will tucked away under your couch is a bad idea!

Who should attend:

  • People, ready to face adulthood, wanting to ensure their wishes are respected as they get older

Speaker: Rosanna Roizin, Partner, Tarter Krinsky & Drogin LLP
Rosanna Roizin is a partner in the Firm’s Trusts & Estates Practice. Rosanna focuses her practice in the areas of elder care, special needs, and traditional trusts and estates planning. Through a detailed and compassionate approach, Rosanna works to ensure that her clients are empowered in their needs by understanding their options on planning their families’ future. As a legal advisor, Rosanna serves families as they navigate difficult moments. Rosanna represents individuals and families on all aspects of estate planning.

About Age Brilliantly:
Age Brilliantly is a dynamic platform guiding adults of all stages to harness opportunities for a fulfilling 100-year life. The Academy @ Age Brilliantly.org curates educational content on subjects aimed at fostering the Age Brilliantly mindset and mastering the competencies and routines to fulfill life-path objectives.

Fall 2023 Workshops:
Join our series of FREE workshops, slated for 1 PM on Tuesdays from October through December.

Workshop Zoom Link:
Please login or register to purchase a ticket or view the workshop’s zoom link.


November 28, 2023
1:00 pm - 2:00 pm EST


Rosanna Roizin

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