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Wills and Trusts: Protect What Matters Most


Professional, Financial, and Legal -
Fall 2024/Winter 2025

DATE CHANGE:  THE IN-PERSON DATE HAS BEEN CHANGED TO WEDNESDAY, OCTOBER 23, RATHER THAN SEPTEMBER

Come learn about the core essentials of estate planning and why everyone over the age of 18 needs these protective documents to prevent risks of court and conflict. We will review what probate looks like, when estate taxes are paid - and how much, the requirements of guardianship for children - not just long term but short term, as well as discuss the "incapacity documents" such as health care directives and powers of attorney. Students will learn what a Will does, what a Trust does, the significance of how assets are titled, and what to look for when working with an estate planning attorney - and we will have fun learning it all! No discounts.

 November 2024 
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Instructor

Erica Endyke


Erica Endyke is a certified Personal Family Lawyer who spends time with you, educating and informing you so that you design your own plan based on your own needs, desires, and wishes. 

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  Erica Endyke


Online Class : Zoom or Google Meets
Wednesday, Nov 6
5:30 - 6:30 PM

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Price: $ 35 00
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  Erica Endyke


Lincoln Sudbury Regional High School : B322 - Conference Room B
Wednesday, Oct 23
5:30 - 6:30 PM

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Price: $ 35 00

Online registration is over