Money $marts: Gift of love: Plan for your wealth transferMonday, October 10 at 6:00 PM - 7:30 PM
DescriptionThe last! Next month graduation! The best gift you could give your loved ones is a succession plan. What happens to you, your children, and everything you acquired over your life time when you pass. Because there are only two certainties in life: Death and Taxes. In addition to documents such as power of attorney, health care directive, wills, and trust, we also talk about obituaries and a check list of what to do from the moment you pass on.
Virtual graduation ceremony: November 14. A boxed dinner will be delivered so we can celebrate together.