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Upcoming Event: Understanding Estate Planning

Upcoming Event: Understanding Estate Planning

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.