Estate Planning: Things We Need to Know for Ourselves and Our Parents
Sunday, March 1, 2020 • 5 Adar 5780
10:00 AM - 11:30 AMPresentation #3 of the Adult Education sponsored series of four presentations about end of life issues
Estate Planning with Barbara Epstein, Sunday, March 1, 10:00-11:30
Estate planning is sometimes thought of as limited to saving taxes for people of financial means. However, the broader and more realistic view is that estate planning is necessary for anyone who wishes to direct the transfer of his or her assets on death or to manage those assets during incapacity or incompetency. In addition, for those with minor children or beneficiaries with special needs, estate planning is even more critical.
Attorney Barbara Epstein of Scheier, Katin & Epstein in Acton, a member of CBE, will give a 60 minute presentation on the fundamentals of estate planning and then answer your questions on the topic.
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