Estate Planning Workshop with Atty. Jeff Rivard
Date: Monday, March 10, 2025
Time: 7 -8:00 pm
Location: Parlor
CREATING A STRONG ESTATE PLAN: PROTECT YOU FAMILY AND YOUR FINANCES
Attorney Jeff Rivard, Partner, Czepiga Daly Pope & Perri
Have you been putting your estate planning on the back burner? Or perhaps it’s time for an update.
Whether you are a planner or a procrastinator, having a strong and up-to-date estate plan should be at the top of your to-do list. In addition to providing the peace of mind of knowing your final wishes will be legally documented, an estate plan provides a roadmap for your loved ones to know how to care for you if you are no longer able to care for yourself and/or your financial and legal affairs.
In this session, you’ll learn about important estate planning documents like Wills, powers of attorney, advance directives, and trusts, and the purpose and powers included in each. Furthermore, we’ll examine what happens if you don’t have a will when you pass away, how your estate gets divided amongst your heirs, who can pay your bills if you can’t, how to choose your power of attorney and health care agents, and some common estate planning mistakes that you will want to avoid. Even if you have already created an estate plan, discover when and if you should have your existing documents reviewed and updated.
Attorney Rivard received his B.A. from Tufts University and his J.D. from the University of Connecticut School of Law. He is a member of the Connecticut Bar Association in the Elder Law, Estate and Probate sections. He is happy to help us understand the ins and outs of a good estate plan but there is a minimum of 10 attendees.
By March 3, please email Anne Fitzgerald with your interest. She will confirm our registration and then will reconfirm the week of March 3rd.
