Wills, trusts, powers of attorney, medical directives – where to start? Jessica M. Pannell, partner at the law firm of Conway & Pannell, PLLC, will lead you through the differences between wills and trusts, when and why you might consider creating a trust, and what other legal documents should be considered. By the end of the session, you will know just where to start to secure your future – and that of your loved ones.
This session is part of the Cassaday & Company Fifth Annual Wealth Management Symposium.