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Field trip at Boblink Hill Farm. Photo credit: Nathan Ortiz

March 1

All Things Estate Planning

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You can watch a recording of this Zoom presentation on Estate Planning on YouTube here.

Here is a link to Johanna Allex’s PowerPoint presentation.

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Please join us for a free Zoom videoconference on Estate Planning. It’s never too early or too late to begin planning!

Has “make a will” been on your to-list? It’s an easy thing to put off. Lots of people don’t want to think about it, are worried it might cost too much, or are simply unsure of who they can trust to help.

Johanna J. Allex, Partner at Stafford Rosenbaum, and a former board president of Groundswell Conservancy, will guide you through all things estate planning. She’ll cover the differences between wills and trusts, the probate process, basic estate and gift tax concepts, how to plan for incapacity, and more.

Participation is open to the public. Sign up below by Tuesday, February 28th to receive the Zoom link.

We encourage you to submit questions you would like answered during the Q&A. You will also have the chance to ask questions during the live event using the chat feature on Zoom.

Date:
March 1, 2023
Time:
12:00 pm - 1:00 pm