Protecting Your “Stuff” and Your Legacy

photo Scanlon introducing RobinsonGuest speaker Attorney Thomas Robinson of  Falkenstein, Meggers, Paul & Robinson, PC provided a full house of Borgida & Company clients much practical advice for protecting your “stuff” and your legacy on Thursday, November 1st. Some topics included asset protection, who needs a trust & why, the probate process, powers of attorney & gifting strategies.

Some people think that you must have wealth to consider estate planning, but that is not true. No matter your income level and assets, thoughtful and creative estate planning can protect your bodily integrity and your tangible property and assets during life and after your death. For more info or to contact Attorney Robinson directly just visit the Farlenstein, Meggers, Paul & Robinson website.

Winners Kristi & Mark were winners of our Highland Park Market door prize. 

Tom Scanlon, CPA, CFP® has over thirty-five years experience in public accounting with an extensive background in the areas of financial, tax and estate planning.

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