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X-WR-CALDESC:Events for Special Needs Trust Program
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DTSTART;TZID=America/New_York:20250404T110000
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CREATED:20250311T141549Z
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UID:6194-1743764400-1743768000@thearcofnovatrust.org
SUMMARY:Financial Fitness Friday: Wills and Trusts and Powers of Attorney\, oh my!
DESCRIPTION:Presenter: Claire Kelly \nDescription: 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. \nDid 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 tools\, when to use them\, and how to protect your loved ones. We’ll also talk about the role a Special Needs Trust can play in your estate plan and how this awesome tool can protect you and your loved ones. \nPresenter Information:\nMeet Claire Kelly\, Attorney at Trusts & Wealth\, PLLC. Claire crafts detailed estate plans for discerning clients\, and delights in customizing the perfect plan for each family. To ensure peace of mind\, Claire always includes planning for incapacity as well\, to ensure your loved ones will continue to receive the care they need regardless of your health. \nClaire has been fortunate to leverage her tax and estate planning knowledge in service of the community. Her volunteer experience includes estate planning for first responders through Wills for Heroes and tax preparation through the Capital Area Asset Builders. When not collaborating with clients to design their perfect estate plan\, Claire enjoys woodworking\, traveling\, and spending time with her husband and three children.
URL:https://thearcofnovatrust.org/event/financial-fitness-friday-wills-and-trusts-and-powers-of-attorney-oh-my/
LOCATION:via ZOOM
CATEGORIES:Special Needs Trust
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DTSTART;TZID=America/New_York:20250415T100000
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CREATED:20250312T163409Z
LAST-MODIFIED:20250312T163409Z
UID:7340-1744711200-1744714800@thearcofnovatrust.org
SUMMARY:Trust Talk Tuesday
DESCRIPTION: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. \nQuestions pertaining to general disability issues in regards to future financial planning are welcome.
URL:https://thearcofnovatrust.org/event/trust-talk-tuesday-3/
LOCATION:via ZOOM
CATEGORIES:Trust Talk Tuesday
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