Presentation by Vince Sullivan

Vince Sullivan will be speaking Thursday on various methods of holding bank accounts, including joint tenancy accounts, power of attorney accounts, and pay-on-death accounts. Vince will also discuss life insurance beneficiaries, beneficiaries of retirement plans, and general financial powers of attorney and advanced health care directives.

Vince will discuss estate planning for the entire family, including children, grandchildren, etc. Do you want silver spoon grandchildren, or do you want other provisions for grandchildren?