Join Catholic United Financial and Attorney Rachel Schromen for a webinar that will guide women through the fundamental principles of estate planning, offering actionable insights and practical advice. From wills and trusts to powers of attorney and healthcare directives, we’ll cover essential documents and strategies to ensure your wishes are carried out effectively.
Whether you’re just starting to plan or need to review existing documents, this webinar equips you with the knowledge to take the next steps towards securing a legacy.
The information in this presentation is based on our understanding of the laws and regulations currently in effect. Catholic United Financial is not permitted to provide legal or tax advice.
Consult your personal legal or tax advisor with questions about your specific situation.