learn what to consider when preparing for the future

Preparing Your Estate Plan

Event has passed

TENANTS HARBOR — Jackson Memorial Library will host an informative program on Preparing Your Estate Plan, on Saturday, June 22, at 11 a.m., in the Community Room.

The Preparing Your Estate Plan presentation is designed to help people better understand the basics of estate planning so they can consider the options that make the most sense for their specific situations.

Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates, and how insurance can help protect your family.

Crystal Tarjick, local St. George attorney, will be one of the presenters. Tarjick's practice area includes Estate Planning, Real Estate, Corporations and LLCs. 

Joining her will be Zachary Herrick, a Financial Advisor with Edward Jones Investments. His expertise lies in Retirement Savings Strategies, Insurance and Annuities, Wealth Strategies, College Savings, and Estate and Legacy Planning.

There is no charge for this program. However, the Library requests that you sign-up for the program by calling Jackson Memorial Library, at 372-8961, by Wednesday, June 19. This will insure all attendees will receive the Estate Planning Information packet, according to the Library, in a news release.

 

 

 

Event Date: 

Sat, 06/22/2019 - 11:00am

Event Location: 

Jackson Memorial Library

Address: 

71 Main Street
Tenants Harbor  Maine
United States