Tuesday, March 22, 2:00pm
Edward Mendlowitz, CPA, will share how to declutter your life, arrange your affairs to avoid confusion if you no longer can care for yourself or how to set up things for someone you might need to care for, the uses and purposes of essential trusts, the responsibilities of trustees and executors should you end up in that position, a dire warning to your IRA beneficiaries, how to provide protection for yourself if you become incapacitated, your other wills, what records you need to keep, ethical wills, estate liquidity, how a parent should choose a guardian for their minor children and arrange for an allowance for the guardian, how assets can be left to minors, and how to provide overall comfort for yourself and your heirs. Attendees will receive a tool kit with the 24 checklists. Registration required at bradleybeachlibrary.org for the Zoom information.