Archive for February, 2011
Five Secrets of a Great Estate Plan
Secret # 1 Choosing Your Trustee or Executor
- Do you know the secrets of effective estate planning?
- Have you thought about who you would choose as an Executor or Trustee?
- What criteria should one use?
To find out more and avoid the pitfalls that many have experienced, please join us for lunch and our complimentary estate planning seminar.
We all want to carry out our final wishes to maximize our family’s benefit. Come with questions you’ve never had answered, and lean what’s essential for your family’s well-being.
Pearls of Wisdom … valuable insights that benefit you!
Tuesday, March 15
11 am — 1 pm
RSVP: by March 10
The Century House
997 New Loudon Road
Latham, New York
Reservations are required and seating is limited to the first 50 registrants.
Please call our office at 220-9381 to reserve your seat.