Thu, Sep 12
|Virtual Event
Estate Planning Essentials + Q&A
Join another session led by Attorney Robin Gorenberg, to explore fundamental estate planning topics such as essential documents, trusts, estate taxes, probate, deeds, timeshares on assets. The discussion will be followed by an interactive Q&A session to address your specific questions.
Time & Location
Sep 12, 2024, 12:00 PM – 1:00 PM EDT
Virtual Event
About the discussion
Members asked for more, so we're inviting Robin again! Join a session led by Attorney Robin Gorenberg, to explore fundamental estate planning topics such as essential documents, trusts, estate taxes and planning, probate, and key decisions. The discussion will be followed by an interactive Q&A session to address your specific questions.
We will cover similar topics, but go into more details based on feedback we received!
Topics Covered:Â
- Basic Documents
- Trusts
- Estate Taxes
- Estate Tax Planning
- Probate
- Decisions to be made
- Homestead
- Important documents for adult children
- Intricacies of Medical directive
- Deeds & real estate -
- Timeshares on assets
- Funeral expenses
About Attorney Robin Gorenberg:
Robin Gorenberg, Esq., has been practicing for over 35 years in the areas of estate planning and probate. Her philosophy is to educate—making concepts and options understandable, and ensuring clients feel comfortable with the process and the final documents. She handles all types of estate planning, from basic to complex, assisting young parents with simple wills to name guardians for their children, to wealthy clients aiming to reduce estate taxes. Robin also provides support after a loved one passes away, navigating the legal process, including probate, trust administration, and estate taxes.
She is a graduate of Brandeis University and Boston College Law School, a member of the Boston Bar Association (Probate and Tax Sections), and frequently lectures and writes on estate planning and probate topics.