Join Attorney Chris Morgan as he leads you through the critical information and documents your family and loved ones will need in case of your death or disability. The program is particularly timely in the age of Covid-19. A booklet entitled “Preparing for the Unexpected” will be available for download. The program emphasizes the importance of reviewing and updating all of your personal and financial information in the way suggested in the booklet, including how to manage your digital accounts and footprint. This program will also briefly review Congressional proposals for changes to the income and estate tax rules.
This free class will be held virtually via Zoom.