Estate Planning for Families with Steward
As parents, our to-do lists are endless, but financial planning should always be a top priority once you have children. You want to ensure your kids are taken care of, but the concept of estate planning can feel overwhelming and uncomfortable. Add in the lack of convenient options, and it’s easy to put off.
Join Nikki Millman, VP of Community at HATCH, as she introduces you to Steward, a white-glove service designed to simplify this process. Nikki will guide you through an important discussion with Meg Palazzolo, who oversees Customer Experience and Operations at Steward, and Samantha S. Smith, Esq., a Private Clients/Trusts and Estates attorney with over 7 years of experience.
In this event, we’ll cover:
Why you need a will
Where to start with financial and estate planning
How to navigate the estate planning process with confidence