On July 20th, The Asset Advisory Group will be hosting an Estate Planning lunch and learn session with Jeff Albrinck of Rendigs, Fry, Kiely & Dennis, LLP. The topics will range from the basics to Jeff’s take on the current state of estate tax legislation and how to plan for the future as laws continue to fluctuate with each election cycle.
In the meantime, the Wall Street Journal published an excellent article, “The 25 Documents You Need Before You Die” which does an excellent job of prefacing Jeff’s presentation by breaking down the basic documentation all of us should have on hand and easily accessible by our heirs or those that would carry out our wishes. This often feels like an overwhelming task, but as author Saabira Chaudhuri explains, it really doesn’t have to be.
You can link to the article above or by clicking here.
Have a great week!