Broker Check
13 Feb
Next Steps - Hard Things, Part II

Organizer

Brittany Johnson brittany@fwadvisory.com

Presenter

Eric S. Wilson

Description

Picking up where our last Session of the same title left off, this Session will cover how to evaluate your legal/estate plan as a Single by better understanding your current legal/estate plan with your spouse. Have you vocally contributed to your current plan? Are your wishes, as the non-financial spouse, reflected in your current plan? We will talk about and define a Will, Powers of Attorney, and a Living Will. We will discuss how to incorporate charitable intent into your plan. Lastly, this Session will broach the subject of organizing and editing your new found life as a single. Again, this Session is meant to be a glimpse of the steps needed for a healthy transition in case you were suddenly left in charge of EVERYTHING.

Date and Time

Thu, Feb 13, 2020

11:30a - 1:30p EST

Location

Joe's 2nd Street Bistro

14 South 2nd Street
Fernandina Beach , FL 32034
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