A free seminar on estate planning is being offered by the Montgomery County Community College Foundation’s Planned Giving Advisory Council in conjunction with National Estate Planning Awareness Week.
“Estate Planning: 10 Stories from the Front Line” will take place on Monday, Oct. 21, from 8:00 to 10:00 AM at College Hall on Central Campus in Blue Bell.
The interactive conversation will be led by estate planning attorneys Lisa Shearman of Semanoff, Ormsby, Greenberg & Torchia, and Adam Fernandez of Wisler Pearlstine.
Attendees will be able to learn about the core estate planning documents everyone should have in place, tax and non-tax planning concerns, as well as charitable giving and planned giving.
The Do’s and Don’ts of designating beneficiaries will also be discussed, along with how to choose the right people to be in charge in case something happens and you can no longer manage your affairs.
The estate planning seminar is open to the public. Those interested can contact Traci Connelly at firstname.lastname@example.org or call 215-641-6529 by Oct. 18 to RSVP for the event. Any questions for the speakers can be included with the RSVP.
National Estate Planning Awareness Week was started 11 years ago to help the public understand what estate planning is and why it is a key component of financial wellness.