Monthly Coffee Hour Program 

Thursday, June 20 at 10:45 a.m.

Join Our Next Coffee Hour at SRC

on Thursday, June 20th at 10:45 am

following the Pilates Class

 

“Estate Planning”

presented by Katherine Ingrassia, Esq. 

BASIC DOCUMENTS THAT SHOULD BE PART OF EVERY ESTATE PLAN

  • Last Will and Testament
  • Durable Power of Attorney For Finances and Property 
  • Durable Power of Attorney For Healthcare
  • Living Will

ADDITIONAL DOCUMENTS THAT MAY BE INCLUDED IN YOUR ESTATE PLAN

  • Irrevocable Trusts – Life Insurance Trusts, Qualified Personal Residence Trusts
  • Special Needs Trusts
  • Medicaid Asset Protection Trusts 
  • Revocable Living Trusts
  • Charitable Remainder Trusts 
  • Educational Savings Accounts – 529 Plans 

ADDITIONAL CONSIDERATIONS FOR EVERY ESTATE PLAN

  • Review and Update Insurance Beneficiaries Review and Update
    • ++Beneficiary Designations for IRA, 401(k) and Other Retirement Accounts
    • List Financial Accounts
    • List the Location of Important Titles and Records
    • List Digital Assets, Account Names, Log-In Credentials and Passwords
    • Provide a Trusted Family Member or Friend with the Location of All Estate Planning Documents
    • Review Planning for Closely Held Businesses
    Register at Activitydirectorsrc@gmail.com

     

     

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    Contact Information

    (908) 879-2202
    50 Route 24
    Chester, NJ 07930

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