ABOUT THE EVENT
Phoenixville Public Library will present a free virtual seminar, “Estate Planning after the Death of Your Spouse”, on Tuesday, January 26 at 10:00 AM. James J. Ruggiero, Jr. Esq., AEP, EPLS of Ruggiero Law Offices LLC will be the speaker. The Covid pandemic has bought many changes to everyday life. These changes might lead you to contemplate, “What if something happens to me or my spouse?” This class will help you determine the proper planning steps for adjusting your financial life and estate planning documents in the event of the death of your spouse. The session will focus on what types of changes are necessary in your documents; the importance of creating a new budget, and methods to pass on your legacy to your heirs in the most tax-efficient manner.
This event is free and open to the public and will take place online via Zoom. Registration is required at https://ccls.libcal.com/calendar/Phoenixville/estate-planning or by calling 610-933-3013 x132. E-mail mpinto@ccls.org for more information.
610-933-3013 x132
