Living Trust Workshop
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About this event
Many people assume that estate planning is only for the wealthy
A properly designed living trust can help individuals and families protect their assets, avoid probate, maintain privacy, and ensure that their wishes are carried out efficiently. During this workshop, you'll gain a clear understanding of how living trusts work, who may benefit from having one, common misconceptions, and how a living trust can fit into a comprehensive estate plan. Whether you are planning for retirement, protecting your loved ones, or simply want to better understand your estate planning options, this educational session will provide practical information to help you make informed decisions.
This workshop is intended for educational purposes - no products or services will be offered or sold during the presentation.
Open to adults. Registration is suggested but not required and begins October 19.
About our presenter
Lam Wong is a member of the Association of Financial Educators with over 20 years of experience as an educator and eight years specializing in estate and retirement planning. She is dedicated to making complex financial concepts easy to understand and helping individuals and families make informed decisions.
Location
North Edison Branch, North Edison, NJ
Listed by Edison Public Library. Details can change — check the official page before you go.