Is Your Estate Plan Up to Date?

A Free Estate Planning Seminar About Wills, Family & Your Legacy

Free and open to the public | Complimentary dinner included

You may already have a will—but when was the last time you reviewed it?

Are the right beneficiaries listed on your accounts? Would your family know where to find important documents or who to contact if something happened to you? And are there pieces of your estate plan you may be overlooking?

Join the Scranton Area Community Foundation for a free, practical evening designed to help you take a closer look at your plans and feel more prepared for the future.

What We’ll Talk About

Estate planning attorney Scott Lynett, Esq., of The Law Office of Scott Lynett, and Ellen Burkey, MBA, Financial Advisor with Ameriprise Financial, will guide an approachable conversation covering:

• Wills, powers of attorney, and other important estate planning documents
• When it may be time to review or update an existing plan
• Beneficiary designations and other commonly overlooked details
• Organizing important information so your family knows where to find it
• Talking with loved ones about your wishes
• Incorporating charitable giving into your estate or financial plans
• Practical steps you can take now to feel more prepared
  

There will also be plenty of time for questions and conversation with our presenters.

The evening will begin with a complimentary dinner, followed by the seminar and an opportunity to ask questions.

Whether you’re creating an estate plan for the first time, haven’t looked at yours in several years, are helping care for a loved one, or simply want to make sure you’ve covered the essentials, you’re welcome to join us.

Attorneys, financial professionals, and other professional advisors are also welcome to attend.

How to Register

This event is free, but registration is required and space is limited.

This seminar is presented for educational purposes only and does not constitute legal, tax, or financial advice. Attendees are encouraged to consult their own professional advisors regarding their individual circumstances.