Estate Planning

This workshop is free, popular and informative. We compare the various methods of planning an estate: joint tenancy, wills with powers of attorney, beneficiary designations, and trust planning. We offer a three-step strategy for estate planning and estate settlement: (1) counseling oriented planning; (2) a formal maintenance and updating program; and (3) fixed and disclosed settlement costs. We discuss how attorneys charge for estate planning and, most importantly, how they charge the estate after a person dies. The estimated time for this workshop is one and a half hours. If you are interested in attending, please contact our office to register as seating is limited.

Upcoming Seminars

Our workshops are generally held in our office, although occasionally we have presented them at various locations throughout the Susquehanna Valley including Mifflinburg, Lewisburg, Northumberland and Danville. Please contact our offices for the locations nearest you.

Saturday, October 6, 2018 at 10:00 a.m.

Thursday, October 18, 2018 at 10:00 a.m.

Monday, October 29, 2018 at 6:30 p.m.

Wednesday, November 14, 2018 at 2:00 p.m.