Estate Planning on a Budget: Organize Your Life For Your Death with Lori Perlman

Bringing attention to the importance of estate planning and encouraging everyone to establish and keep their estate plans current. Every day and now is the time to be organize and to plan for the management and passing on of our stuff in the event of our inability to handle our daily financial, medical, or well-care decisions and after we pass away.
Attorney Lori J. Perlman is the Special Counsel for Falcon Rappaport & Berkman PLLC (FRB). Her areas of practice are Wills, Trusts & Estates, and Estate Litigation for private clients. She has over 27 years of experience providing legal advice and services to individuals and fiduciaries, primarily in connection with estate conflict resolution and Surrogate’s Court proceedings.
Download Program Slides: files.constant...
Link to Article: Organizing Your Life for Your Death: Five Things to Do Before You Die
frblaw.com/org...
What do we need to know to prevent the mess you have seen others go through?
What are the five (5) things we should do before we die?
o Make an asset notebook.
o Keep a password book.
o Leave instructions for your social media accounts.
o Make a family tree.
o Tell Your Administrator or Executor Where the Binder is Located!
There is a myth that only wealthy people need estate planning. However, if people do not have a budget to hire an attorney, what resources are available for them?
The most important message people should take away from our discussion, what would it be?
How would someone connect with Lori if she could be a resource for them?
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EMPOWER Series, Inc. is a non-profit corporation dedicated to positively impacting the world by inspiring people to thrive. We provide financial coaching, counseling and personal development workshops for students and adults. Local and national speakers share their inspiring personal stories of empowerment along with addressing a financial literacy topic. We believe that individuals and communities have all of the resources within reach to achieve their desired goals.
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