Sandwiched between responsibilities: caring for your children, as well as worrying about an elderly family member? Statistics show that nearly 10 million Americans are considered to be a part of the “Sandwich Generation”, with over 25% of American families being involved in both child and elder care at the same time.
Nearly every family has taboos about talking about money. But now is the time to tackle these issues so that our loved ones aren’t left in the dark. Some simple steps taken now can provide peace of mind that our families’ finances are secure. -- Kerri Kimball, financial planner
Remember: An Estate Plan isn't just for the wealthy. Everyone should have the luxury of having the essentials in order should tragedy strike. Tackle this TO DO LIST item today!
This is a FREE estate planning and financial planning seminar taught by attorney Alison Besunder and financial planner Kerri Kimball.
Who might benefit from this seminar:
- individual with elder parents
- parents with children
- us citizens/dual citizens
- individual with animals (there are ways to plan for ALL loved ones, including pets!)
What you will leave with:
- An Action Plan
- Take away list
- Knowledge of the essential documents
- Knowlege of the professionals involved and what part of the process they partake in
ABOUT THE SPEAKERS:
ABOUT ALISON ARDEN BESUNDER: Alison Arden Besunder is the founder and principal attorney of Arden Besunder P.C., an estate planning and litigation practice in Manhattan and Brooklyn. has spent fifteen years practicing law in the New York City. She focuses her practice in the areas of Trusts and Estate Planning, Elder Law, Estate Litigation, Commercial Litigation and Intellectual Property. Alison is a member of the Trusts and Estates and Elder Law Sections of the New York State Bar Association and the NYSBA Animals and the Law Committee. She is an accomplished writer on a variety of legal topics, with articles published in the New York Law Journal, Managing Intellectual Property, and the Suffolk Lawyer, and is also an active volunteer with the Jewish Association of Services for the Aged (JASA).
ABOUT KERRI KIMBALL: The Vice President of the Element Financial Group, Kerri Kimball knows that keeping ones family secure is a universal need. Kerri is a certified financial planner, Investment Advisor Representative, and Life and Health Insurance Agent. She serves as co-chair of the Leadership Advisory Board of the Girl Scout Council of Greater New York and is also a member of Financial Planning Association, 85 Broads, National Ethics Association, and Executive Moms. Kerri speaks French and Spanish, and lives in Brooklyn with her family.
Hosted by the Friends of the Carroll Gardens Library.