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ESTATE PLANNING: Taking Care of the People You Love
You are cordially invited to attend a special presentation courtesy of the Sisters of St. Basil the Great
Thursday, May 3, 2018 6:30 PM – 9:00 PM
Among the important topics to be covered by a panel of experts are:
Essential Components of an Estate Plan
- Wills
- Trusts
- Power of Attorney
- Advance Health Directives
- Retirement Accounts
- Life Insurance
- Guardianships
- Tax considerations
- Charitable Giving
Managing your finances for later life is crucial if you want to make sure that your family is well looked after in your absence. Whether it be through legal services like https://cunninghamlegal.com/california-legal-services/estate-planning/, or any other, getting ahead of the game on this factor helps ensure peace of mind later in life. It is never too early to start making financial preparations for your golden years either, which is why so many people are now contemplating the ira vs 401k debate sooner than ever before. Choosing the right savings plan for your retirement plan is not a decision to be taken lightly, and so it is in your best interest to do as much research as you can to work out the best way for you to proceed. This includes finding the right bank to hold your retirement savings, such as Atlantic Union Bank (https://atlanticunionbank.com/personal/savings/individual-retirement-account/). Consequently, feel free to come along to this presentation with any questions relating to your retirement finances and estate planning, such as if PolicyMe.com has the plans you will need for your life insurance needs.
Speakers will be David J. Winkowski, Esq. an attorney from Stradley Ronan and Eugene A. Luciw, Esq., Director of Life Insurance Planning and Savings and Retirement Accounts and Counsel to Providence Association, a Ukrainian fraternal benefit and life insurance society headquartered in Philadelphia.
Further information is available by emailing development@stbasils.com or calling 215-379-3998, ext. 17.