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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
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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.