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Image for event: Estate Planning

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Estate Planning

Dave Herwerden of WestPoint Wealth Management, LLC
2024-05-20 19:00:00 2024-05-20 20:00:00 America/New_York Estate Planning Have you created an estate plan for your family? An estate plan is a map of how you want your personal and financial affairs to be handled in the future. Westlake Porter Public Library - Dover Room

Monday, May 20
7:00pm - 8:00pm

Add to Calendar 2024-05-20 19:00:00 2024-05-20 20:00:00 America/New_York Estate Planning Have you created an estate plan for your family? An estate plan is a map of how you want your personal and financial affairs to be handled in the future. Westlake Porter Public Library - Dover Room

Have you created an estate plan for your family? An estate plan is a map of how you want your personal and financial affairs to be handled in the future.

Presented by Dave Herwerden of WestPoint Wealth Management, LLC and Matthew M. Nee of Nee Law Firm.

An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

In this seminar on Estate Planning Basics, you'll learn:

  • Why you need an estate plan.
  • Strategies to plan for incapacity, including special health care directives.
  • Wills, trusts, and life insurance.
  • Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax.

Advisory services offered through WestPoint Wealth Management LLC, a Registered Investment Advisor.

Westlake Porter Public Library
Phone: (440) 871-2600
Fax: (440) 871-6969
Hours
Mon, Jul 22 9:00AM to 9:00PM
Tue, Jul 23 9:00AM to 9:00PM
Wed, Jul 24 9:00AM to 9:00PM
Thu, Jul 25 9:00AM to 9:00PM
Fri, Jul 26 9:00AM to 6:00PM
Sat, Jul 27 9:00AM to 6:00PM
Sun, Jul 28 1:00PM to 5:00PM
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Fri, Jul 26 9:00AM to 6:00PM
Sat, Jul 27 9:00AM to 6:00PM
Sun, Jul 28 1:00PM to 5:00PM
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About the branch

Westlake Porter Public Library is an independent public library serving the residents of the city of Westlake, western Cuyahoga County and eastern Lorain County. The library is located at 27333 Center Ridge Road in Westlake, Ohio. Anyone who lives, works, owns property, or goes to school in Ohio can register for a free library card.

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World at War Forum - The Korean War
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Sun, Aug 11, 2:00pm - 3:00pm
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The Friends Present Magician Rick Smith Jr. - With the Kona Ice Truck!
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Tuesday Evening Book Discussion - "The Secret Book of Flora Lea" by Patti Callahan Henry
Tue, Aug 13, 7:00pm - 8:30pm
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Craig Caldwell: A Birder's Odyssey
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Comic Club: All About Panels!
Wed, Aug 14, 4:00pm - 5:00pm
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Music with Mr. Tim
Thu, Aug 15, 10:00am - 10:30am
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Virtual Author Talk - Irena Smith - "The Golden Ticket to College Admissions"
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Roblox Arcade (Virtual)
Thu, Aug 15, 4:00pm - 5:00pm
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Adapted Playgroup - Presented by Connecting for Kids
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Family Storytime
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Pokémon Fun!
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Decorative Wire-Wrapped Wine Glasses
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Sun, Aug 18, 2:00pm - 4:00pm
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Kinder Club Kit Pick Up
Mon, Aug 19, 9:00am - 9:00pm
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True Crime Book Club - "I Know Who You Are" by Barbara Rae-Venter
Mon, Aug 19, 1:00pm - 2:30pm
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Introduction to Proposal Writing - Candid - David Holmes
Tue, Aug 20, 10:00am - 11:30am
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Wednesday Afternoon Book Discussion - "Dirt Creek" by Hayley Scrivenor
Wed, Aug 21, 2:00pm - 3:00pm
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Make Your Own Lithophane
Wed, Aug 21, 6:30pm - 8:00pm
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Virtual Author Talk - Shelby Van Pelt - "Remarkably Bright Creatures"
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Indian Classical Music Performance - Sugata Chatterjee
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Mon, Aug 26, 9:00am - 9:00pm
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