Estate Essentials – It’s More than Writing A Will

Upcoming Seminars & Events

Estate Essentials – It’s More than Writing A Will

Jonelle Daviau, Realtor and the Rotary Club of SYC invite you to attend an informative session on estate planning at Veteran’s Park, New Freedom on April 4, beginning at 6:30 p.m. Attorney MacGregor Brillhart will discuss the following:

1. Three Legal Documents You Should Have

2. Trust Agreements

3. Distribution of Assets Not Controlled by a Will

4. PA Inheritance Tax

5. Medicaid/Nursing Home Planning

There is no cost to attend, but you must register. Registration deadline: April 1.

Questions? Contact Jonelle Daviau, jonelle@sychomes.com