We’ll be meeting online* using Zoom, interactive online meeting software. All you need is a device (PC, laptop, tablet or phone) and an internet connection. Here’s a short video with instructions on how to join a meeting. Email eplcollection@cliu.org for the Zoom meeting link and password.
Estate planning is complex and applies to all adults 18 and older. Many people believe they may not need one if their net worth is minimal, but that’s a misconception.
Whether you’re young or old, single or married, have children or not, learn about common estate planning documents – Will, Power of Attorney, Advance Health Care Directive and Trusts – and how to set them up properly. Plus, what to consider prior to filing your estate plans and how to keep them up-to-date.
Thomas Capehart is a partner at Gross McGinley with nearly 30 years of
experience. He specializes in estate planning and administration, small business, and real estate law.
