Basking Ridge|Local Event
National Make a Will Month at the YMCA
National Make a Will Month
PROTECT WHAT MATTERS MOST:
ESTATE PLANNING FOR YOU AND YOUR FAMILY
Join Brian Hauptman, Esq., of Hauptman & Hauptman, PC, for a complimentary educational workshop that will provide clear, actionable insights on how to put a solid plan into place, helping you navigate emotional decisions with confidence. Lunch will be sponsored by Oasis Senior Advisors. Come learn about:
- Who needs a will – and why everyone should have one
- The essential components of a will
- Which assets pass outside of a will
- Planning for children, loved ones with disabilities, and beneficiaries with special needs
- Understanding trusts and when they may be appropriate
- Leaving a charitable legacy through your estate plan
- Understanding New Jersey inheritance and estate taxes
DATE: TUE., AUGUST 18
TIME: 12PM-1PM
WHERE: SOMERSET HILLS YMCA’s TEEN CENTER
COST: FREE & OPEN TO THE COMMUNITY
Registration required. To register and for more information, please contact Sylvia Velez at svelez@gscymca.org.