Join us on Thursday, September 12th from 6:30 to 8:00 pm at Brandywine Prime, 1617 Baltimore Pike, Chadds Ford, PA as we help you understand how some simple plans put in place today can protect the future for those you love.
Do you know what happens to your hard-earned assets after you die? Are you sure or do you ‘think’ you know?
We live in a world in which we own many different types of assets – real estate, pensions, 401k’s, investments, businesses, etc. We also may not own them as individuals or with the same people.
We also have complex relationship structures. People get married, divorced, remarried, have children from different partners, grandchildren from relationships, unmarried couples in long-term relationships, business partners, etc.
How you want your assets to be allocated when you die and what legally gets distributed may not be the same – Unless you define it now before you are gone.
You can register for this event by clicking here.
Presenting will be:
David Green, CRPC, Private Wealth Advisor, Franchise Owner, Ameriprise in Chester County learn more about David here.
Stacey Willits McConnell, Partner - Chair, Estate Planning and Trusts at Lamb, McErlane, PC, Attorneys at Law, read her bio here.
Vincent Cyr, Associate Broker, The Cyr Team at Keller Williams Brandywine Valley, view Vincent's bio here.
Jane Cyr, CRS, The Cyr Team at Keller Williams Brandywine Valley, view Jane’s bio here.