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Archive :
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“Overview & Tax Changes” Presentation by Denise Lee for the Spring 2024 workshop series
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“Overview & Estate Law Changes” Presentation by Daryl Miller for the Spring 2024 workshop series
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2024: ASK First Form signed by Daryl Miller
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2024: ASK First Form signed by Laurie Dubchansky
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“Financial Planning I” Presentation by Laurie Dubchansky for the Spring 2024 workshop series
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“Estate Planning Basics” Presentation by Brian Mandel for the Spring 2024 workshop series
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2024: ASK First Form signed by Brian Mandel
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“Overview & Tax Changes” Presentation by Delia Fernandez for the Spring 2024 workshop series
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Spring 2024: ASK First Form signed by Delia Fernandez
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This Workbook is designed to be a companion to the It’s Your Estate (IYE) series presented by Financial and Estate Literacy. During the IYE sessions, we will refer to this workbook and we encourage you to put as much information into the workbook as practical to assist you in working with your attorney.
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