Where There’s a Will, There’s a Way: An Introduction to Estate Planning
Crafting an estate plan is more than paperwork, it’s about peace of mind. Join us in the newly rehabilitated Coach Barn for a conversation with estate planning attorney Mark A. Langan from Dinse and Financial Advisor Alice Rudd from Morgan Stanley. Speakers will help to demystify the estate planning process, sharing ways to protect assets and plan for loved ones, including organizations doing the work that matters most to you. Whether you are new to estate planning or looking to update your plans, this interactive workshop will offer you useful content.
Featured Panelists:
Attorney Mark A. Langan, Dinse: Current chair of the Probate & Trust section of the Vermont Bar. Recognized as a Best Lawyer of the Year in Trusts and Estates, he specializes in estate planning and tax reduction.
Financial Advisor Alice Rudd: A Senior Vice President at Morgan Stanley Wealth Management with more than 35 years of experience. Her practice focuses on personalized solutions for retirement readiness and financial education.