Financial Education Workshops
BASIC ESTATE PLANNING
Tuesday, June 29, 2021 @ 2:00 PM
Hosted on Zoom. Click below to join on June 29.
Presented By: Attorney Stuart Welkovich, LLC
Estate Planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. There are four main elements of an estate plan; these include a will, a living will and healthcare power of attorney, a financial power of attorney, and a trust. One goal is to ensure beneficiaries receive assets in a way that minimizes estate tax, gift tax, income tax and other taxes.
The Schoke JFS Grow You! Financial Education Program is funded in part by Southwestern CT Agency on Aging.