PLUG iN @ THE ROBBiNS: Estate Planning 101: The Basics of Legacy Planning

Good estate planning allows us to maximize financial resources for our best possible lives, as well as to make a meaningful difference in the lives of our loved ones, including after our death.  In the session, and with a bit of humor, Arlington resident and attorney David Adams of Pathway Law, will provide an overview of key estate planning areas.  These include planning for end-of-life health care, not burdening our loved ones with the costs and headaches of court-supervised probate, minimizing estate taxes (often by between $70,000 and $120,000), thoughtful ways to leave an inheritance for beneficiaries facing various life challenges, and ultimately how to leave a meaningful legacy, no matter the size of your estate. The session will include several common (and costly) mistakes to avoid.  It will also cover the key estate planning tools: wills, trusts, powers of attorney, health care proxies and advance directives.  Zoom webinar event: Register at: https://pluggedin-01-14-21.eventbrite.com