Wine & Wills

Essential Considerations for Estate and Financial Planning

Enjoy a glass of wine and meet Jenny Ling, an experienced estate planning attorney, and Timothy J. Duffy, Financial Advisor at Raymond James, at this FREE, in-person event at Viscon Cellars.

We will discuss essential considerations for estate and financial planning. You’ll learn how comprehensive planning will enable you to have confidence knowing that you have a plan for your family and your future.

We will discuss:

• What does your family need if you aren’t here to care for them;
• What happens if you don’t make an estate plan;
• What to consider when creating your Will;
• How to protect your money, even after you’re gone;
• Guardian nomination for minor children;
• The importance of incapacity planning;
• How wise and thoughtful planning can protect your adult children;
• The benefits of trust planning; and
• How you can get your estate planning done virtually from the comfort of home.