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Upcoming Estate Planning Seminars

Estate Planning after the Death of Your Spouse

The Covid pandemic has brought many changes to everyday life. These changes might lead you to contemplate, “What if something happens to me or my spouse?” This class, presented by James J. Ruggiero, Jr. Esq., AEP, EPLS, will help you determine the proper planning steps to adjusting your financial life and estate planning documents in the event of the death of your spouse. The session will focus on what types of changes are necessary in your documents; the importance of creating a new budget, and methods to pass on your legacy to your heirs in the most tax-efficient manner.

Our Zoom presentation will take place on:
Tuesday, January 26th at 10:00 a.m.