Estate Planning is an Investment


Estate Planning is an Investment

  • Tuesday, February 23, 2021, 6:00 PM - 7:00 PM


  • How a comprehensive estate plan can save you and your family money, protect assets and provide peace of mind
  • Wills and Trusts—Why everyone should have a Will.
  • Power of Attorney and Health Care documents—why you should have them and how they can help avoid the cost of a guardianship.lHow Trusts can help you avoid probate (saving time and money)
  • Using Trusts to protect assets you have worked a lifetime to accumulate.
  • How certain trusts can protect assets for your beneficiaries
  • lHidden pitfalls of joint accounts and deeds with life use.


Nancy Reigelsperger
Financial/Energy Education
(607) 664-2573

Last updated February 5, 2021