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Estate Planning with a Heart
Friday, January 25 | 11:00 am - 12:00 pm | add to Google Calendar
Put our knowledge on your side. This practical, sensitive workshop helps you face the difficult process of centralizing financial, legal and personal information so family and friends can take care of you and know how you would like end-of-life issues handled.
Attendees will receive the Family Love Letter which helps, among other things, to organize the details of your will, social security number, passwords to your computer/online accounts, and many other practical details. It can make a world of difference.
At this workshop we will cover:
• Estate Planning Documents
• The Importance of Powers of Attorney — Medical and General
• Details on the Contents and Use of the Family Love Letter
Registration required: (914) 337-7680 ext. 24 or bronxvillelibrary@gmail.com. Please RSVP by January 18th.
Presented by Samantha Cala and Michael Paradis, CFA of AXA Advisors, LLC