Wed, Oct 27 | Zoom

Wine Down Wednesday

Registration is Closed
Wine Down Wednesday

Time & Location

Oct 27, 6:30 PM EDT – Oct 28, 7:30 PM EDT

About the event

Ryan Welcomes Estate Planning Attorney Erin Patterson. Ryan and Erin will 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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