Estate Strategy Presentation at Oceanside Library

Estate Strategy Presentation with Cona Elder Law and Edward Jones

Join Cona Elder Law Senior Associate Kristi DiPaolo, Esq., and Kyle Hauptman, Financial Advisor at Edward Jones, for an informative presentation on estate planning strategies. This session will cover:

• The Importance of an Estate Plan – Why everyone, regardless of wealth, needs an estate strategy.
• Key Estate Planning Considerations – Wills, trusts, power of attorney, and healthcare directives.
• Financial and Legal Planning Strategies – How legal and financial professionals collaborate to protect your assets.
• Avoiding Probate & Tax Implications – Strategies to efficiently transfer wealth while minimizing taxes.
• Adapting to Life Changes – How to keep your estate plan aligned with your goals.

Whether you are just beginning to think about estate planning or looking to refine your current plan, this event will provide essential guidance to secure your future.