TRUSTS AREN’T JUST FOR THE PRITZKER’S

Elder Law Attorney, Matt Margolis, will teach you about the importance of estate planning, no matter your level of wealth. This discussion will cover what is important to include in your estate planning and how to use trusts and other tools to protect your loved ones.

Understanding Options: Learn about the various options that you have in order to make sure that you leave what you want to leave to those to whom you want to leave it.

How to Plan:

• The importance of Powers of Attorney documents
• Understanding the differences between a will and trust
• De-mystifying estate planning myths

Learn more about Margolis Weldon, LLC at https://www.margolisweldon.com/

The YMCA EDUCATION SERIES (YES), formerly the Adult Education Series, is a series of presentations offered by experts in their field who share their expertise regarding topics of interest to our community as free live programs which are also recorded as podcasts and made available on the NSYMCA YouTube Platform. www.nsymca.org/yes