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DTSTART;TZID=America/New_York:20260529T140000
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SUMMARY:Estate Planning Essentials
DESCRIPTION:“Estate Planning Essentials” \nFriday May 29th at 2pm \nOsterville Village Library \nEstate Planning is essential for everyone. It ensures proper execution of your wishes during your lifetime and after your death. Our professional panelists will explore these areas as an important part of our “Difficult Discussions” series. \nAsset inventory & management\nEssential legal documents\, why and how often to review them\nLong term healthcare planning\nDesignating people for key financial\, legal and healthcare decision making roles in the event of incapacity\nOur Panelists:\nAttorney F. Keats Boyd\, III is a shareholder and President at the Law Offices of Boyd & Boyd\, P.C. where for 35 years he has concentrated his practice in the areas of Estate\, Trust & Retirement: Planning\, Administration & Management\, Asset Protection Planning\, Business & Succession Planning\, Charitable Planning\, Elder Law\, Special Needs Planning\, Tax Law and Trustee Services.\nChris Boyd\, CFP®\, CASL®\, CEPS\, is a Senior VP and Financial Advisor at Wealth Enhancement Group. For over 30 years he has guided families through the financial realities of aging\, long‑term care\, and shifting responsibilities. Known for his empathetic fiduciary approach\, he also hosts the personal finance podcast Something More with Chris Boyd.\nJoan Harris\, LSW\, MBA\, CMC\, is the Founder\, Managing Partner of Symphony Care Management\, LLC. a full-service Care Management and Life Planning Company. She developed Aging GPS: Goals\, Priorities\, Strategies\, a specialized planning program for older adults. Joan is also a Fellow of the Leadership Academy\, Aging Life Care Association and past president of the New England Chapter with 40 years of professional social work experience.\nThis program will take place on Friday May 29th at 2pm in the Main Meeting Room at the Osterville Village Library. \nFor more information or to register for this event\, please contact Amy Wolfe at awolfe@clamsnet.org or by calling the OVL directly at (508)428-5757
URL:https://artsbarnstable.com/event/estate-planning-essentials/
LOCATION:Osterville Village Library\, 43 Wianno Ave.\, Osterville\, Massachusetts
CATEGORIES:Free,Health & Fitness,Lecture,Libraries,Literature,Social responsibility,Talk,Workshop
ATTACH;FMTTYPE=image/png:https://artsbarnstable.com/wp-content/uploads/2026/03/Estate-Planning-1.png
ORGANIZER;CN="Osterville Village Library":MAILTO:awolfe@clamsnet.org
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