Is your plan right for you and your family?
Join David Younis CFP®, Director of Financial Services at Allied Financial Partners and Marcus Kroll, Esq. of Kroll Law Firm, LLP, for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.
Featured Topics Will Include:
· The importance of having a plan in place before you need one to ensure that your wishes are carried out according to your specifications.
· What documents to have in place to organize your affairs so they don’t become a burden for the people you love.
· How will you pay for your care; there are many options available, which is the right one for you?
We encourage you to share this invitation with interested family members or friends that would benefit from this educational seminar.
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