Retirement Reality Check 3: Financial Consideration for Your Estate Plan

6:30 PM - 8:00 PM
Greenwich Library
Flinn Gallery

Event Details

Estate planning is not just for the ultra-wealthy. Are you aware of estate tax-saving techniques and resources?  How do finance and estate planning documents dovetail? What happens if you have no will? What happens to your retirement plans? How will your assets flow to your heirs?  What happens if you are incapacitated?  What can you do to make sure you have the right team in place before an unexpected incapacity or death? 
Event Type(s): Business
Age Group(s): Adults
Presenter: Julie Jason
Yang Wang
(203) 622-7924

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