Presenter: Claire Kelly Description: Let's follow the yellow brick road and pull back the curtain on what these instruments do, and whether you actually need all of them. Did you know that not everyone needs a revocable trust as part of their estate planning? This entertaining session will clarify the roles of different estate planning […]
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These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […] |
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