Eileen Lee Breger Spoke at “Estate Planning 101” (Newton Senior Center Webinar)
Procrastination is so 2020—especially when it comes to getting your estate plan in order!
On January 21, 2021, Eileen Lee Breger spoke at the webinar “Estate Planning 101” presented by the Newton Senior Center in partnership with Bowditch.
This webinar taught the fundamentals of estate planning. Participants:
- Understood the value of estate planning – wills, revocable trusts, powers of attorney and healthcare documents.
- Demystified estate planning concepts – “probate,” “gift and estate tax” and “trustee.”
- Gained knowledge – special needs planning, estate tax planning, and funding an estate plan.
Categorized: Events + Recordings
Tagged In: estate planning, gift tax, Newton Senior Center, special needs planning, trusts
