Jennifer Shirkeywill present an “Estate Planning Checkup” to the Summit Square retirement community in Waynesboro. Jennifer will review the basic components of an estate plan—wills, trusts, powers of attorney, and advance medical directives - providing answers to the follow common questions:
• Which estate planning documents do I need?
• When should I update my estate planning documents?
• Should I worry about the estate tax?
• Why avoid probate, and how do I do it?
• What’s the smartest way to make a charitable gift?
• What does my family need to know about my plans?
