Smarter in September: Smarter Estate Planning

October 13, 2021
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Featuring Leslie Gibbens, CCTS, CTFA, Vice President and Trust Services Advisor at UBT & Doug Koenig, CTFA, Vice President and Trust Services Advisor Estate planning can be at the forefront of our minds in these challenging times. Beyond avoiding taxes and legal tie-ups, and ensuring your funds are bequeathed as you wish, an estate plan appoints the right people to take care of your kids and even you if you're incapacitated. In this dynamic, informative session, Leslie and Doug will answer common questions (and some you might not think to ask) and cover the importance of developing a solid, proactive estate plan.

  • Personal
  • Journey
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