Join local estate planning attorney Heidi van Steenburgh from Hoffman, Sternberg, Karpf & Lynch for an informative and easy-to-understand workshop designed to help individuals and families understand the fundamentals of estate planning in Pennsylvania.  

Many people believe estate planning is only for the wealthy or that they need complicated trusts to protect their assets.  In reality, most Pennsylvanians benefit from a well-designed estate plan that includes the right legal documents and a clear understanding of how state laws work.

This workshop will explain the essential components of a sound estate plan and help you avoid common and costly mistakes.

Topics will include:

• Wills vs. Trusts - what they do and when they are actually needed
• Powers of Attorney - why these documents are critical for every adult
• Pennsylvania Inheritance Tax - what families should expect and how planning can reduce surprises
• The truth about trusts and why most Pennsylvania residents do not need one
• The five most common estate planning mistakes and how to avoid them

This session is designed for adults of all ages who want to better understand how estate planning works and how to protect their families.  Attendees will leave with practical information and a clearer understanding of the steps they can take to put the right plan in place.  Time will be reserved for questions at the end of the presentation.