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No Tricks, Just Treats: What You Need to Know about Maintaining Your Estate Plan

October 24, 2024 @ 12:00 pm - 1:00 pm

Free

Join attorneys Brittni Sullivan, Esq. and Melissa Doris, Esq. for an informative session that delves into the importance of trust and estate planning maintenance. Whether you’ve already set up your estate plan or are just getting started, we will provide you with practical tips on how to keep your plan up-to-date and aligned with your goals.

We’ll cover key topics, including:
• When and why to review your estate plan
• Common mistakes to avoid
• How life changes like marriage, children, or new assets can impact your plan
• The importance of funding trusts, and
• The value of keeping the document in good standing.

Register with us at 631-941-3434 or by email at info@burnerlaw.com with any questions.

Details

Date:
October 24, 2024
Time:
12:00 pm - 1:00 pm
Cost:
Free
Event Category:
Website:
https://burnerlaw.com/seminars-webinars/no-tricks-just-treats-what-you-need-to-know-about-maintaining-your-estate-plan/

Venue

Setauket Neighborhood House
95 Main Street
East Setauket, NY 11733 United States

Organizer

Burner Prudenti Law, P.C.
Phone:
631-941-3434
Email:
info@burnerlaw.com
Website:
www.burnerlaw.com
PS+  PS+  PS+ (631) 698-8400