Eileen Y. Lee Breger Presented Newton Senior Center’s “Estate Planning 101” (Newton Senior Center Webinar)
Procrastination is so 2020—especially when it comes to getting your estate plan in order!
On September 14, Eileen Y. Lee Breger spoke at the webinar “Estate Planning 101” presented by the Newton Senior Center in partnership with Bowditch. This presentation taught the fundamentals of estate planning.
Topics Covered:
- Understand the value of estate planning – wills, revocable trusts, powers of attorney and healthcare documents.
- Demystify estate planning concepts – “probate,” “gift and estate tax” and “trustee.”
- Gain knowledge – special needs planning, estate tax planning, and funding an estate plan.
This event was open to adults ages 55+ from every community.
Categorized: Events + Recordings
Tagged In: estate planning, special needs planning, trusts, estate tax, gift tax, Newton Senior Center
