Your last will and testament is the cornerstone of your estate plan. Without it, important decisions – including gifting of assets and heirlooms, guardianship and your executor – will be out of your hands and decided by existing laws, or in court.
If you already have a will, remember that certain life events – including the birth of a child or grandchild, your or your child’s marriage or divorce, the passing of a spouse or heir, the purchase or sale of a home or business, or an inheritance – are all reasons to revisit and update your will and estate plan.
To learn more about the importance of your will, explore other tax saving and estate planning options or get your questions answered by professionals, Samaritan is offering two free Will, Tax & Estate Planning Workshops this month:
- In-person workshop – Wednesday, Sept. 25, from 5:30 to 7 p.m. at The Samaritan Center in Voorhees
- Virtual workshop – Thursday, Sept. 26, from 5:30 to 7 p.m.
This year’s workshops are hosted by Samaritan’s Planned Giving Committee, which is comprised of some of the region’s leading financial advisors who volunteer their time and expertise to raise awareness about the potential advantages of charitable estate planning. This year’s workshop panelists include:
- Melissa Osorio Dibble, Esq., Partner, Archer – A graduate of Rutgers University School of Law-Camden, Dibble serves as a partner at Archer and is the current president of the Estate and Financial Planning Council of Southern New Jersey.
- Rachel Shaffer Gersie, Esq., Attorney, Fendrick Morgan Law – A graduate of Drexel University School of Law, Gersie joined Fendrick Morgan in 2013 and is a member of the Estate & Financial Planning Council of Southern Jersey.
- Timothy J. Rice, Esq., Managing Partner, Timothy Rice Estate and Elder Law Firm – A graduate of Villanova Law School and Northwestern University, Timothy Rice Estate and Elder Law (TREEL) Founder and Managing Partner Timothy J. Rice provides peace of mind and security for clients during some of their most vulnerable moments.
Registration for both workshops is required by Friday, Sept. 20. Those interested in participating can register online at SamaritanNJ.org/Will-Workshop or by contacting Chris Rollins at (856) 552-3205 or CRollins@SamaritanNJ.org. More information about the event is also available at SamaritanNJ.org/Will-Workshop.
