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Estate Planning Essentials


Adult Enrichment / Career, Technology & Finance -
Fall 2021

Estate planning is not just for the wealthy—or the old. Nearly everyone has an “estate,” comprised of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions. Regardless of the size of your “estate,” good planning lets you control how your assets are given to the people or organizations you care most about; sets up your heirs for success by passing on their inheritance in a way that helps them; helps you and your heirs pay substantially less in taxes, fees, and court costs; minimizes family strife; and makes it easier for your loved ones to handle your affairs during a time of loss. With both humor and knowledge, a local attorney and estate planning specialist will address fundamentals of estate planning including: what happens if you die without a will, probate and how to avoid it, how to select a guardian, how to minimize estate taxes, and the benefits and problems of trusts. Please note: This class will be held online.

David W. Adams

David Adams, Esq. is a resident of Arlington and founding partner at Pathway Law LLC, a firm specializing in estate planning, elder law, charitable planning, probate, and estate administration. Visit PathwayLaw.com

 October 2021 
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CTF-EP: Essentials

  David W. Adams


Online
Thursday, Oct 28
7:00 - 9:00 PM

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