Essential Estate and Financial Planning for Parents - Virtual
December 8, 2021 @ 6:00PM — 7:30PM Eastern Time (US & Canada)
Implementing a Baby Protection Plan and the Basics of Wills and Trusts for Young Parents:
Steve Zelinger, Esq., a solo practitioner focusing on estate planning, will teach parents the basics behind wills and trusts for their kids if Mom and Dad are no longer around, Financial Powers of Attorney and Health Care Directives. While many new parents think that drafting a will is only for the elderly there are numerous reasons why starting off on the right foot in this area is a great gift you can give to your family. Find out why you must properly name guardians (and how to do it right!), why any parent of minors needs a trust to distribute assets and how you can be sure you have a plan in place in case you are incapacitated. Steve loves working with young parents and can relate to their concerns as a parent himself.
We will also be joined by Financial Planner, Brian Sperling.
Brian Sperling, Financial Services Professional
Brian is a Financial Strategist with Mass Mutual. Throughout his career, Brian has consistently been recognized for his problem-solving & proactive financial planning abilities.
His career spans over twenty years during which time he has held key roles with multiple Fortune 100 companies.
With the onset of COVID Brian shifted his focus to ensure that families with young children are on the right path for financial success and ultimate independence.
Brian and his wife Hilary are long-time residents in the Jenkintown area and are raising two children there.
Steven M. Zelinger, Esquire, Estate Planning Attorney
Steve is the Principal of the Law Office of Steven M. Zelinger, LLC (www.stevenzelinger.com), a law firm focusing on estate planning and administration as well as estate litigation and tax resolution matters. Steve is licensed in Pennsylvania, New Jersey and the District of Columbia. Steve has represented taxpayers before the Internal Revenue Service and many individuals in the Orphans’ Court of Philadelphia. Steve and his wife Erica are 15-year residents of the Graduate Hospital neighborhood in Philadelphia and are raising two children - one in 7th Grade and one in 4th Grade.