We had another great group for our in-house Estate Planning 101 Event today!
After helping themselves to a light Brunch, our clients got the chance to mix and mingle and chat with others.
During the class, clients were able to learn valuable information 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?
Our live Q&A session after the class was over provided many productive discussions and clients also had a chance to speak with our Estate Planning experts in a private conversation. We were so glad to provide this opportunity to our client to learn important information to help shape their futures!