Estate Planning with Kathleen Murphy and Pamela Little

Tuesday, February 24th, 6 - 7:30 pm, Hannah Grimes Center, Conference Room.

Estate Planning Seminar gives practical information on components of estate planning, including incapacity planning, probate, estate taxes, wills and trusts.

Our goal is to help you plan for a more secure financial future.

Estate planning is the process of planning in advance for unanticipated lifetime events such as injuries and disabilities, and for the distribution of your assets upon your death. Your estate includes everything you own, such as your home, car, investments and all personal possessions.

Estate planning is important for everyone – not just the wealthy, retirees or the elderly. Good estate planning often means more to families with modest assets, because they can afford to lose the least.

Proper estate planning can:

• Save you and your loved ones money

• Ensure that your assets are distributed according to your wishes

• Provide direction if you are incapacitated

• Determine care for your children, and

• Give you peace of mind.

A workbook is provided which follows the presentation. It reinforces the major points that are covered so that you can apply what you’ve learned to your own individual financial plan.

Cost FREE. A light dinner with be provided with pre-registraion.

Kathleen Murphy M.Ed, holds the following licenses and professional designations in her role as Financial Advisor with Valic: General Securities Representative, Investment Advisor Representative, Life, Health and Variable Annuity Agent. The two components of her work she is most passionate about are: helping clients understand investing and helping clients align their investments with their values, focusing on Sustainable and Responsible Investing - SRI.

Pamela P. Little is an attorney with a focus on Estate Planning, Elder Law, and Corporate and Business Law in New Hampshire and Vermont. Her office is located on Roxbury Street in Keene. Her office has grown to include Alisa Andrews, Esq. (Associate Attorney), Aaron A. Lipsky, Esq., (of counsel), and two paralegals. Pam is a member of the NH and VT Bar Estate Planning and Elder Law Sections, Real Estate Sections and Corporate and Business Law Sections. She is a member of the American Bar Association and NAELA (the National Academy of Elder Law Attorneys).