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Estate & Gift Planning Seminar at the New York Public Library, Monica Ruela to Present
March 20 @ 12:00 pm - 2:00 pm
Monica P. Ruela, of the firm’s Elder Law practice area, will be the featured presenter at an Estate & Gift Planning Seminar at the New York Public Library. Ms. Ruela will discuss financial planning concepts in easy-to-understand terms, in a relaxed and interactive environment. Questions are encouraged—and the event is completely free of charge.
You are welcome to invite a friend, or your legal or financial advisor, to join you. The seminar will cover the following topics:
- A review of basic estate planning documents, including the importance of having a durable power of attorney and living will
- Medicaid planning and preparing for unforeseen health challenges
- Ensuring your will, trust, and beneficiary designations are in order
- Passing assets on to heirs or your favorite charities without estate and gift taxes
Register for this complimentary seminar here.