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Business & Money Matters   

  • Estate Planning Essentials

  • Dates: 6/3/2026 - 6/3/2026

    Day of the Week: W
    Number of Sessions: 1
    Time: 6:00 PM - 7:30 PM
    Fee: $30.00
    Instructor: James Salerno
    Building: The Bronxville School (opens in new tab)
    Address: Midland Ave. Parking Lot and Entrance, Bronxville, NY 10708

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    In this course, we will discuss two goals relating to estate planning. The first is managing your assets during your lifetime. Wealth management is at the heart of a sound financial program. The second goal, and one of the main focuses of this course, is helping you make arrangements for the prompt and intended distribution of our assets upon your death. We will discuss wills, trusts, powers of attorney, and other important documents.

 

 

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