2017

T3Me | Estate Planning Updates: Why You Need to Check Your Estate Plan Now

July 11, 2017 / 11:30 am - 1:00 pm

Estate Planning Updates: Why You Need to Check Your Estate Plan Now
This T3Me program will explain the importance and function of core estate planning documents (will, revocable trust, durable power of attorney, advance health care directive and beneficiary designations), plus identify both the technical and non-technical issues you must consider in updating your basic estate plan.

Family Forum | Preparing Heirs for Wealth Inheritance

August 3, 2017 / 11:30 am - 1:00 pm

In this interactive session, we will talk about the perceptions that can get in the way of having essential conversations. Additionally, participants will have an opportunity to begin conversations around wealth and business inheritance with a fellow family member and dispel misperceptions that may be undermining business or family relationships.