Avoiding Estate Planning Pitfalls that Can Cost You & Yours
Saturday, June 110:30—11:30 AMLocated in the Program Room
Don’t be penny-wise but pound foolish with your estate planning…
Come join us for an informative and lively discussion on avoiding mistakes due to:
• Ineffective Beneficiary Designations
• Obsolete & Outdated Estate Planning Documents
• Waiting Too Long To Plan
• Knowing The Differences Between Joint Account Ownership And Transfer/Payable On Death
Open to all who want to be “Informed Consumers Against The Unexpected & Unknown”.
Presenter - Tracy Christen Reimann is a Senior Attorney. Her practice is directed towards estate planning, business succession planning, elder care structuring, estate administration and guardianship proceedings including the litigation of related matters. She has been admitted to practice in the State of New York since 1988 with a J.D. degree from Brooklyn Law School and a LL.M. degree, in taxation from New York University, School of Law. Ms. Reimann is a member of numerous professional and civic organizations.
Our programs are supported by the Friends of the Somers Library through our patrons' generous contributions.
The Somers Library ~ (914) 232-5717 ~ www.somerslibrary.org
Registration for this event has now closed.