Estate Planning

Age Group:

Adults
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Event Details

THIS PROGRAM IS FULL!

These sessions are presented by Chuck O'Neill, Founder and CEO of Executor Services LLC. There are two sessions, registration is required for each. 

In this first session we will discuss the importance of documenting and capturing your or a loved one’s life's work and legacy. This critical consolidation of records will give you a complete picture of your current assets and liabilities. Having all your information in one safe and secure location will give you a complete detailed portfolio and a clear path towards future planning goals. Trying to figure things out during a crisis adds significant stress and unneeded anxiety. 

We will educate you on the components needed to get an accurate plan in place for transitions and why it is important to get started right away.