A free class is being offered to the public at the Georgetown Public Library, located at 123 West Pine Street, Georgetown, Delaware and the Lewes Public Library located at 111 Adams Avenue, Lewes, Delaware. The sponsor, Delaware Money School, is delighted to be able to provide free of charge, an experienced and well qualified instructor, Deirdre O’Shea McCartney, Esquire to the public. Having written, spoken and taught on the subject many times, she breaks down what appears to be a complex subject, to simple understandable layman’s terms.
Monday, November 5, 2018 from 5:00 p.m. – 6:00 p.m. – Georgetown Public Library
Eight Common Estate Planning Mistakes with Robert Jeter, Financial Advisor
Brief Description: This class focuses on steps to take to make sure they are not making these common mistakes and if they are how to avoid them. Everyone should be aware of these mistakes and be able to consult with their attorney and financial advisor on a plan for their future to correct them. This class teaches how to make better financial decisions in the context of estate planning.
Monday, January 28, 2019 from 5:00 p.m. – 6:00 p.m. – Georgetown Public Library
Brief Description: This class focuses only on steps the lay person can take so assets transfer at death, to the intended beneficiaries by operation of law, immediately and automatically. For those who have served as a personal representative or executor of an estate, they know first-hand how complex, expensive and time consuming the probate process can be. Everyone should have a will prepared with a competent Attorney. This class teaches how to prepare an estate in such a manner that the entire probate process can be avoided and the will never comes into play.
Monday, February 25, 2019 from 5:00 p.m. – 6:00 p.m. – Lewes Public Library
“Eight Common Estate Planning Mistakes”
The class will be a joint class with Robert Jeter, Financial Advisor.
Brief Description: The class covers common estate planning mistakes and how you can avoid them. The class will help uncover some of the common myths about estate planning and offers suggestions on how to optimize your financial future and legacy for your benefit and the benefit of your loved ones.
For more information call (302) 855-0551. Registration to attend the class is done online at: http://www.dfli.org or (877) 307-6858.