The Essentials of Estate Planning

Monday, April 24, 2017

6:00 PM - 8:00 PM

Location:Zimmerman Meeting Room

*** RSVP is requested. Please call 941-952-1188 or email***

Estate planning is essential to everyone’s lifelong plan, it is not just for the wealthy. It involves not only passing on assets such as real estate, personal property, and financial assets, but also planning for others to make decisions for you, should you become incapacitated or die. A well-thought out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Estate planning is the key to making sure that everything you work for is passed on according to your wishes. These are difficult decisions, but if you don’t make them, a court will.

For complete Money Smart Week 2017 program listing, go to:

Securities Offered through LPL Financial Member FINRA / SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.

Categories: Adults, Guest Speaker, Money Smart Week, Sign-Up Required