Brunch & Brainstorm

Ryan Welcomes Estate Planning Attorney Erin Patterson. Ryan and Erin share experiences and field questions such as: • Do You need/want a Trust or a Will? Both? • What are common and costly mistakes in planning? • Are my beneficiary designations important if I have a Will or Trust? • How may I shelter assets from the IRS or Long-term Care expenses? • Do I need new Estate documents since I moved to a different state? • You may also submit questions in advance!