facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck
Back to all Workshops

Estate Workshop


Thursday, June 13, 2019
6:00pm to 7:30pm
111 Founders Plaza, East Hartford, CT 06108

Presented by: Scott Reed

It’s not a fun topic to talk about, but with a little planning you can do a lot to protect your hard-earned assets and your loved ones.  This workshop provides you with information you need to know to protect and distribute your assets.   Below are a few topics that we will discuss:

  • Ways to protect assets and loved ones as you age
  • The role of Powers of Attorney, Healthcare Directives, Wills and Trusts
  • The probate process and how to avoid it
  • How different assets pass when you die
  • Tax considerations
  • Gifting rules
  • Estate conservation strategies
*Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.