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Upcoming Event: Understanding Estate Planning

Upcoming Event: Understanding Estate Planning
Flyer for "Understanding Estate Planning." Links to the image. All information on flyer is on this page as text.

We invite you to join Lauren Weliver next Wednesday, February 7th from 5pm – 6:30pm to learn more about the benefits of having an estate plan in place.

This free in person event will take place at Shepard Financial, 701 US Route 1, Suite 4 in Yarmouth.

Join Lauren to learn:

  • What happens to your family and assets if you don’t have an estate plan
  • What Maine probate is like
  • The difference between a Will and a Trust
  • Incapacity planning for finances and healthcare
  • What the estate planning process is like, how much it costs, and how to get started

This event is free and open the public. Please RSVP to Jennifer@shepard-financial.com if you’re able to attend.

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