Niles Township Supervisor Lee Tamraz and the Niles Township Board of Trustees invite you to the fourth lecture in the fall lecture series, "Estate Planning - Myth Versus Fact (It's Not as Scary as You May Think)." Mary E. Rooney, Senior Vice President and Senior Trust Officer with Cornerstone National Bank and Trust in Palatine will present:
- 20 things you need to know - tips that you can begin using right after the presentation
- Selecting your estate planning professional - finding the mix of "people chemistry" and credentials
- Choosing your executor/successor trustee - things to consider as you make this important decision to select a steward for your estate
- What you can do to prepare for the estate planning process - ideas and action steps
- Mistakes to avoid - Common mistakes Ms. Rooney has seen as a trust officer; avoid the pitfalls and learn from a seasoned banker who has seen it all.
