Why is it important for you to have a will?

What happens if you don't have one?
What is involved in making a will?
What are some of the current tax issues?
 

Take steps to protect those you love with a new or updated estate plan. Through proper planning, the legacy of love and care that you leave for your family and friends can be encouraging and even inspiring.

During the presentations, our local professional advisors will answer questions regarding estate taxes, special needs trusts, selecting guardianship, creating a “contingency notebook”, Social Security planning, wills and trusts, Retirement Funds, Life Insurance & Annuities, and charitable giving. They will also outline steps on how to create or update your will or trust and other information.

Sue Nunn

949-400-8106

 
FREE ADMISSION
Refreshments will be served
RSVP requested but NOT required. (You can RSVP on the Facebook Event Page for your local branch--see links below)
 
*Wills & Trusts Week sessions are for informational purposes only and not intended to replace legal advice.

Presentation locations, dates & times:

Monday, September 23rd
9am

Trotwood YMCA
506 E Main St
Trotwood, OH 45426
937.854.9622

Event Page

Monday, September 23rd
6pm

Huber Heights YMCA
7251 Shull Rd
Huber Heights, OH 45424
937.236.9622

Event Page

Tuesday, September 24th
9am

Coffman YMCA

88 Remick Blvd
Springboro, OH 45066
937.866.8622

Event Page

Tuesday, September 24th
6pm

Kleptz YMCA

1200 W. National Rd
Englewood, OH 45322
937.836.8622

Event Page

Wednesday, September 25th
9am

South YMCA

4545 Marshall Rd
Kettering, OH 45429
937.434.1964

Event Page

Wednesday, September 25th
1pm

Xenia YMCA

336 Progress Dr.,
Xenia, Ohio 45385
937.376.9622

Event Page

Wednesday, September 25th
6pm

West Carrollton YMCA

900 S. Alex Rd
West Carrollton, OH 45449
937.866.9622

Event Page

Thursday, September 26th
6pm

Downtown YMCA

316 N. Wilkinson St
Dayton, OH 45402
937.228.9622

Event Page

Friday, September 27th
1pm

Preble Co. YMCA

450 Washington-Jackson Rd
Eaton, OH 45320
937.472.2010

Event Page

Saturday, September 28th
9am

Fairborn YMCA

300 S. Central Ave,
Fairborn, OH 45324
937.754.9622

Event Page