Trust Talk Tuesday

Live, online virtual meeting on Zoom

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Trust Talk Tuesday

Live, online virtual meeting on Zoom

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Financial Fitness Friday

Live, online virtual meeting on Zoom

  Financial Fitness Friday: Trust Issues? Let’s Clear Them Up: A Fun Guide to Estate Planning Let’s simplify estate planning! Whether you’re building your plan from the ground up or fine-tuning an existing one, having the right approach is key. Join Sophia Munson, Attorney at Munson Law Firm, for an engaging information session where we’ll […]