Strategies for Estate Planning

Tracy Loignon

Join attorney Tracy Loignon and financial planner Lisa Picillo to explore steps and strategies for estate planning.

 

Learn how to avoid probate, the difference between wills and trusts, and how to set up a living will and power of attorney for medical and financial decisions. Find out when to start taking social security and how financial planning can help with estate planning.

 

Tracy A. Loignon, Esq. is an estate planning attorney at Loignon Law. Lisa Picillo is a financial advisor at Spinnaker Asset Management.

 

This event is free and open to all.

Event Details

Program Time: 
07:00pm - 08:00pm
Room Reservation: 
10/04/2022 - 5:00pm to 8:00pm
Event Category: 
Event Location: 
Name of Organization: 
Warwick Public Library
Contact Name: 
Wil Gregersen