Have you recently moved to Pennsylvania or started a new job? Are you getting married or growing your family? These transitions provide an opportunity to create or update key legal documents such as wills and trusts that can protect you and your loved ones financially. 

Join LINC for the fourth webinar in our series, focused on wills, trusts, and estate planning tailored for your new chapter in life.

Topics covered will include:

• The importance of updating wills and trusts after a move
• Key considerations for estate planning in Pennsylvania
• Strategies to minimize taxes and maximize asset protection
• Planning for future healthcare decisions and guardianship
• How to navigate local laws and regulations

Led by experienced trust and estate planning attorneys, this session will provide practical insights and actionable steps to safeguard your future. Attendees will also have the opportunity to ask questions during our Q&A portion.

Panelists:

• Moderator: Katelyn Mack, President of LINC
• Taylor R.D. Briggs, Esq., Associate, Norris McLaughlin, P.A.
• Alexander D. Magid, Esq., CTFA, Senior Trust Officer and Senior VP, Univest Bank and Trust Co. 

While meeting new people and making connections is always encouraged, please note that LINC has a No Solicitation Policy.

Disclosure: This is not intended, and should not be taken, as legal advice or legal opinion on any specific facts or circumstances. The contents are intended for general information purposes only and you are urged to consult a lawyer concerning your own situation with any specific legal questions you may have.