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Time & Location
Oct 21, 2021, 11:00 AM – 12:00 PM EDT
About the event
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!
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