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Easing into Estate Planning: A Workshop for Women
November 5, 9:30 am - 11:30 amFree
Gain the knowledge and confidence to craft a plan that meets your needs, while leaving a legacy to the people and things you care about.
Everyone has an estate. It’s what you own: your home, your car, your accounts, your possessions. Having an estate plan is about knowing what matters to you and making sure your wishes are carried out after you’re gone.
Women, on average, live longer than men, and widows often have control over a couple’s combined assets. We need plans that ensure our independence as we age, while leaving a legacy to the people and things we care about.
We are once again hosting our popular estate workshop designed specifically for women. Susan Fowler, a retired probate judge and vice president at Trust Company of Vermont, and Livia DeMarchis, associate at Burlington-based law firm Gravel and Shea, will both return as panelists. Participants at previous workshops appreciated the examples, stories, and answers provided by Susan and Jeanne. At this workshop, we’ll address questions such as “What is the very first step to getting my affairs in order?” and “What happens if I don’t have a will?”
We’ll also cover retirement income, taxes, asset protection, charitable giving, life insurance, trusts, long-term care, and advance directives.
We hope you will join us.
Jeanne Blackmore, Gravel & Shea
Attorney who focuses her practice on tax and estate planning, and probate and trust administration.
Susan Fowler, Trust Company of Vermont
Attorney and trust administrator who served as Chittenden County Probate Judge from 1995 to 2016.
Christa Kemp, Vermont Land Trust
Director of Donors Relations and former financial advisor at Fleischer Jacobs Group in South Burlington.
This is a free workshop; light refreshments will be provided. Click here to register! Please register by November 4 to help us plan.
If you have any questions, please contact Christa Kemp at (802) 262-1229.
Photo by David Middleton.