Losing a loved one is a gut-wrenching experience. Having to navigate the complex world of being an executor of the estate, while still grieving, is a nightmare.
Donnelly Group Private Wealth Management is hosting a complimentary Estate Planning Breakfast Event to help make navigating estate planning a little bit easier and ease the stress on loved ones.
The breakfast event is on October 31 at 8 a.m., at the Delta Hotel, 208 St. Mary’s River Dr., Sault Ste. Marie. There is limited seating available, and the organizers ask that registrants have investable assets greater than $500,000 to be eligible to attend.
“We are very pleased to be able to offer this exclusive event on estate planning, along with our colleagues at Provenzano Law,” said a spokesperson. “This will be an in-depth seminar on estate planning. At this complimentary breakfast event, we’ll share expert insights and strategies for a well-structured estate plan, to help create certainty for your future.”
Items to be discussed will include: the importance of a properly drafted will and other critical components of an estate plan; key considerations and strategies for various family situations; and how to plan ahead and minimize the impact of tax on your financial legacy.
“Properly setting up your estate is crucial. At this breakfast event, we will be providing executors valuable information to be aware of when a loved one has passed away,” explained the spokesperson.
To register for this important, exclusive event, go here. Hurry, seating is limited.
