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Nuts & Bolts I

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Nuts & Bolts I

March 29, 2023 @ 6:00 pm - 8:00 pm

This webinar will take us from incapacity through the death of the Trustmaker. We examine how the tools you have created (your Living Trust, Powers of Attorney, Healthcare Powers of Attorney, and Living Will) each work individually and together to meet your goals. We will also examine the roles of your Trustees at incapacity and at your death, including timelines and interaction with governmental entities, such as the IRS.

 

To register, please fill out the form below or contact Christine Frenette via email cfrenette@legacycounsellors.com or phone (413) 203-6520.

 

Deadline to register is March 28, 2023

Event Registration - Clients

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(Zoom link will be created and sent the day before the schedule seminar)

Details

Date:
March 29, 2023
Time:
6:00 pm - 8:00 pm
Event Category: