Estate Planning Panel

The Estate Planning Panel discussion will be on wills, estates, and legacy giving and will answer basic questions to help you get started in thinking about your own plan. A question and answer period will follow the presentation. Moderating the panel will be Rebecca Miller, a wealth and legacy planner specializing in retirement planning. The panelists will be Tatiana DaSilva, an elder care attorney at Cohen and Wolf, Valerie King, a realtor with Keller Williams, Lisa Moriello, a mortgage specialist with Loan Depot, and Victoria Sicilian, an insurance consultant with Bearingstar Insurance. Topics to be discussed will include: Why have an estate plan? Who should be my executor? How do I determine my estate's value? Who should help me plan my estate? What is probate? etc. Making a plan can lead to peace of mind that your wishes will be honored both during your lifetime and after, prevent disputes or confusion among your heirs, and even help others plan ahead for their own future needs.