Thu, Oct 21

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Zoom

Brunch & Brainstorm

Registration is Closed
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Brunch & Brainstorm

Time & Location

Oct 21, 2021, 11:00 AM – 12:00 PM EDT

Zoom

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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