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Workbook: It's Your Estate - Fall 2022
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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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Ask First Form - Don Vivrette
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2022: ASK First Form signed by Don Vivrette
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Outline: IYE - Charitable Opportunities Investing - Don Vivrette - Fall 2022
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“Charitable Giving” Presentation by Don Vivrette for the Fall 2022 workshop series
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Ask First Form - Amy Ciftcikara
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2022: ASK First Form signed by Amy Ciftcikara
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Outline - IYE - Wills & Trusts - Amy Ciftcikara - Fall 2022
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“Wills & Trusts” Presentation by Amy Ciftcikara for the Fall 2022 workshop series
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Ask First Form - Steven Giammichele
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2022: ASK First Form signed by Steven Giammichele
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Outline - IYE - Wills & Trusts - Steven Giammichele - Fall 2022
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“Wills & Trusts” Presentation by Steven Giammichele for the Fall 2022 workshop series
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Outline - IYM - Medical Care Planning - Michael Demoratz - Fall 2023
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“Medical Care Planning” Presentation by Michael Demoratz for the Fall 2023 workshop series
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Ask First Form - Michael Demoratz
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2022: ASK First Form signed by Michael Demoratz
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Ask First Form - Peter McMahon
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2022: ASK First Form signed by Peter McMahon
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