It’s never too early or too late to make sure your estate plan is up to date.
Learn at a free seminar Nov. 12 at House of the Good Shepherd Retirement Community how to make sure your estate is best set up if anything should happen.
This program is open to the public, but reservations are required by Nov. 9. Reserve your seat by calling Chris Garofalo, 908-684-5722.
Scheduled for Thursday, Nov. 12 at 2 p.m., this estate planning seminar will be led by professionals Jay LaMalfa, CFP, CLTC, and Rochele DiAntonio from Insight Private Advisors.
Covered in the presentation will be ensuring you have a valid will that reflects your goals and wishes, defining Executor and Powers of Attorney, and understanding the tax implications of probate. It will ask questions as to whether all contingencies, such as medical directives, have been covered, and how to review retirement plans and life insurance policies for beneficiary coverage.
The seminar will be held in The Lodge at The House, located at 798 Willow Grove Street, Hackettstown.