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Many young people don't think they need an estate plan. They think they are too young or don't have enough assets. Yet, the consequences are often more serious for young people who die without an estate plan in place. Learn about naming executors or trustees, naming a guardian for young children, providing instructions for distribution of assets, using trusts to hold retirement assets, reviewing insurance needs and beneficiary designations, planning for a disability, handling debt and more.
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10/21/2015
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When:
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10/21/2015
from 9:00 AM until 12:30 PM
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Where:
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YCBA
137 E. Market St.
York, Pennsylvania 17401
United States
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Presenter:
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PBI
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Contact:
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Cheryl Kauffman
cheryl.kauffman@yorkbar.com
717-854-8755 x203
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« Go to Upcoming Event List
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Many young families put off estate planning
However, it is never too early to begin this process
Everyone should have a proper, professionally prepared estate plan
Many young people don't think they need an estate plan. They think they are too young or don't have enough assets. Yet, the consequences are often more serious for young people who die without an estate plan in place.
Learn about:
- Naming executors or trustees
- Naming a guardian for young children
- Providing instructions for distribution of assets
- Using trusts to hold retirement assets
- Reviewing insurance needs and beneficiary designations
- Planning for a disability
- Handling debt
- Providing for college education, including Section 529 Plans
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