Estate Planning: An Introduction to the Essentials
Published October 15th, 2018
PLANNING FOR THE FUTURE with Peter Hoffman: Monday, October 29th at 7 pm.
Estate Planning: An Introduction to the Essentials
Estate Planning is not just for seniors and the wealthy! Even new parents have critical estate planning needs. Estate Planning is the way to ensure that what is important to you happens when you are no longer around or are not able to speak for yourself. No matter what your life situation, you have estate planning needs that you owe yourself ‐ and your family ‐ to understand. It can mean the difference between passing on a legacy – or a tax bill – to your heirs.
Peter Hoffman, MBA, CFP, RLP is a Certified Financial Planner professional with Orion Wealth Advisors of Lexington. Peter is offering this free program as a member of the Financial Planning Association.