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Basics of Estate Planning - Free Lunch & Learn

12/17/2024

Basics of Estate Planning - Free Lunch & Learn

Solvay Bank is dedicated to helping you understand the basics of estate planning. Planning and structuring how your assets are owned and titled is essential to making sure your wishes are followed when you are no longer available to provide direction.

In this informative session, we’ll:

  • Discuss the key components of a solid estate plan, including wills, trusts and beneficiary designations.
  • Explain how proper planning can help minimize expenses and avoid family disputes.
  • Offer tips for organizing and reviewing your estate documents.

Tuesday, December 17 at 12 PM
Solvay Public Library
615 Woods Rd, Solvay, NY 13209

Presented By: Jeffrey Culver - VP, Trust & Investment Manager at Solvay Bank.

A boxed lunch will be provided.

Click to Register