Join us to learn about basic estate planning and what to consider when creating a will.
This presentation is designed explain the basics of estate planning so you can consider the options that makes the most sense for your specific situations. You’ll learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.
Longtime Clintonville resident Caitlin Davis earned her degree from The Ohio State University and later her Series 7, Series 66, and insurance licenses. Today she works as a financial advisor with Edward Jones in Upper Arlington.
Columbus native Loni Sammons graduated cum laude from The Ohio State University Moritz College of Law. She practices law in German Village; member of the American Bar Association, the Federal Bar Association, the Ohio State Bar Association, the Columbus Bar Association, and Women Lawyers of Franklin County.
AGE GROUP: | Adults |
EVENT TYPE: | Social Services | Community Event |
