Antonio Bale, a financial services professional, and Jennifer Okubo, an estate planning and trust administration attorney, will present information on estate tax laws, available legal vehicles (wills, trusts, etc.), income planning (long-term care insurance, life insurance, etc.), avoiding complications and delays in inheritance, financial protection from disability.
All programs are subject to change. If you require an auxiliary aid or accommodation due to a disability, please contact the library at least 7 days before the program date.