Loading Events

« All Events

  • This event has passed.

Estate Planning Essentials Workshop on July 11, 2018 from 2-3 pm

July 11, 2018 @ 2:00 pm - 3:00 pm

This is a private event for soon-to-be retired federal employees taking part in a course offered by Retirement, Training and Coaching Services, Inc. The course helps employees understand the benefits they will be receiving when the retire from the federal government. For more information, visit www.retirementtrainingandcoaching.com. Olivia R. Holcombe-Volke, Partner with Elville and Associates, will lead this interactive workshop presentation designed to explore many estate planning topics and thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics addressed are: understanding the planning process, including the reasons for estate planning; wills vs. trusts; probate vs. non-probate; understanding non-probate devices; planning for incapacity, Medicaid — myths versus reality; estate tax planning in an uncertain environment; asset protection and protecting shares for children and grandchildren – and much more. Ms. Holcombe-Volke will be readily available to answer your questions as well.

Details

Date:
July 11, 2018
Time:
2:00 pm - 3:00 pm

Venue