Listen & Learn; Perfect Estate Plan

Name: Listen & Learn; Perfect Estate Plan
Start: 2025-09-16T11:30:00-07:00
End: 2025-09-16T12:30:00-07:00
Location: 20 SE 2nd St, Newport, OR, United States, Oregon 97365

Schedule

Tue Sep 16 2025 at 11:30 am to 12:30 pm

UTC-07:00

Location

20 SE 2nd St, Newport, OR, United States, Oregon 97365 | Newport, OR

Brian Haggerty will be speaking on the perfect estate plan. He is a retired estate planning lawyer, will discuss the basics of the rules of how assets transfer on the death of their owner. This will give you some insights with which you can participate in the creation of an estate plan that will reliably achieve your goals when you check out of here. Here are two hints: there is no “one size fits all” estate plan; and it is not a “simple” estate plan that you want. You want the plan that works for the assets you own and the goals you cherish. We will discuss transfers by operation of law; transfers pursuant to contract; transfers pursuant to a will; and transfers managed under trust.
Registration for this free event is appreciated. Register here
https://secure.rec1.com/OR/newport-or/catalog?filter=c2VhcmNoPTM3OTI3NjE=