Another successful Estate Planning 101 Event!

By November 13, 2017 General No Comments

 

We had another great group for our in-house Estate Planning 101 Event today!
 
Clients got to learn about Wills, Trusts, Inheritance Taxes, Living Wills and the importance of Powers of Attorney!
Which assets are controlled by a Will and which aren’t?
What types of Trusts are there? Which are right for you?
What is the Inheritance Tax for Pennsylvania?
How does a Powers of Attorney work? What is the difference from a Living Will?
We were so glad to teach our clients this valuable information to help shape their futures!

Thank you again to our Estate Planning Attorney, Guy F. Matthews and his associates from Eckell Sparks Law Firm

!

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About Lisa Barram

Lisa Barram is an Elite IRA Advisor and an experienced insurance and financial professional specially trained in retirement planning, providing her clients with safe money solutions, tax-free retirement strategies, social security maximization planning, income for life, and affordable alternatives to expensive traditional long-term care insurance.

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