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Financial seminar: Essential Estate Planning In-Person
Get advice from experts on the essentials of estate planning, including:
- Why are will & trusts essential to your life & legacy?
- "Naming names"- the importance of naming Beneficiaries.
- Special Needs and kids protection planning
- Gifting guidelines
- PA Inheritance Tax – How much is my estate subject to?
- Elder Law and Medicaid Asset protection
- HNW strategies
Presented by Elizabeth Barker (Edward Jones) and Heather Turner Stein, an attorney specializing in estate planning.
Registrations open at 6:30 PM Tuesday, October 21, 2025