Trusts and Estate Planning

Listen Dan Caplinger (Motley Fool writer and an attorney) talk about Trusts and Estates. I think this is one of most important aspects of financial planning, which most people ignore.

Click here for a short bio of the speaker.

Venue: Chelmsford, MA Public Library
When: November 8, 2007 at 7 PM

Agenda

• Overview: Why Estate Planning Is Important (orderly transfer of assets, addresses family obligations, taxation)
• Common EP Documents (will, trust, power of attorney, living will)
• Description of estate process (probate for wills v. administration of trusts)
• Brief discussion of tax issues for rich estates

See below for more details on this and other educational seminars

http://www.chelmsfordlibrary.org/programs/programs/financial_fitness.html

Note that these presentations are free and open to public. You can get also get directions to the library from the above page.

Please let me know if there are any questions.