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Estate Planning Essentials
Estate Planning Essentials
November 14 @ 2:00 pm - 3:00 pm
“Estate Planning Essentials”
Estate Planning is essential for everyone. It ensures proper execution of your wishes during your lifetime and after your death. Our professional panelists will explore these areas as an important part of our “Difficult Discussions” series.
- Asset inventory & management
- Essential legal documents, why and how often to review them
- Designating people for key financial, legal and healthcare decision making roles in the event of incapacity
Our Panelists:
Attorney F. Keats Boyd, III is a shareholder and President at the Law Offices of Boyd & Boyd, P.C. where for 35 years he has concentrated his practice in the areas of Estate, Trust & Retirement: Planning, Administration & Management, Asset Protection Planning, Business & Succession Planning, Charitable Planning, Elder Law, Special Needs Planning, Tax Law and Trustee Services.
Chris Boyd, CFP®, CASL®, CEPS, is a Senior VP and Financial Advisor at Wealth Enhancement Group. For over 30 years he has guided families through the financial realities of aging, long‑term care, and shifting responsibilities. Known for his empathetic fiduciary approach, he also hosts the personal finance podcast Something More with Chris Boyd.
This program will take place on Saturday November 14th at 2pm in the Main Meeting Room at the Osterville Village Library.
For more information or to register for this event, please contact Amy Wolfe at awolfe@clamsnet.org or by calling the OVL directly at (508)428-5757
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