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Ticonderoga Federal Credit Union to Host Estate Planning and Asset Management Seminar
Posted:July 1, 2013
Summary:TICONDEROGA, NY – The Ticonderoga Federal Credit Union (TFCU) will host an Estate Planning and Asset Management Seminar, covering today’s legal guidelines, presented by John Breitenbach. The complimentary workshop will take place Wednesday, July 31 at 6:30 PM at the Best Western Plus in Ticonderoga.
Details: John Breitenbach will present general legal guidelines for basic estate planning and asset management that EVERYONE, regardless of age or financial situation, should have.  Mr. Breitenbach will examine the basic legal documents necessary to protect and manage assets, direct their orderly disposition, and address health care concerns, including; Last Will and Testament, Power of Attorney, Trusts, and a Health Care Proxy/Living Will.  Mr. Breitenbach will discuss the purpose of these basic estate planning tools and their importance for ALL individuals and families.  Frequently asked questions and concerns for each document will also be discussed.

“Estate planning is a thoughtful process and TFCU is pleased to offer this session covering the basic essentials for the estate planning needs of members who are interested in learning more,”
said Shawn Hayes, TFCU President and CEO.

John Breitenbach received his undergraduate degree at Western New England College and attended Albany Law School.  In 2000, he was admitted to the New York State Bar and is a partner in the Firm of Carney and Breitenbach in Ticonderoga.  

The workshop is free and open to the public. Refreshments will be provided.  Space is limited, and pre-registration is required. Please contact TFCU at (518) 585-6725 with questions or to register by phone.  Register online by clicking the link below.

Register Now!


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