Enrichment courses offered for Farmington Public School employees ONLY!
Do you have a strong and up-to-date estate plan? If the answer is ‘no’, this task should be at the top of your to-do list. An estate plan is your legally documented roadmap for loved ones to know your wishes, and how to care for you if you are unable to manage your financial, health, and/or legal affairs yourself. This session will focus on important estate planning documents like Wills, powers of attorney, advance directives, trusts, and beneficiary designations, and the purpose and powers included in each. Also, learn about what happens if you don’t have a Will, considerations for choosing your power of attorney and health care agents, and some common estate planning mistakes that you will want to avoid. All students will receive an easy-to-understand estate planning guidebook written by our attorneys.
Attorney Jeff Rivard is enthusiastic about meeting new people and is interested to learn all he can about you and your situation. And we are confident that once you get to know Jeff, that you will discover he is precisely the type of person you are looking to for guidance on your estate planning needs.
Among his estate and long-term care planning skills, are helping you create plans for a solid, secure future that ultimately give you peace of mind. Jeff also heads up our Estate Administration department and can help provide you the care and confidence (especially during this difficult time) with the probate process and administering your loved one’s estate.
When it comes to working with you, Jeff naturally goes the extra mile–literally. Once, on a Saturday, he drove a great distance to the home of a terminally ill client to help her make changes to her estate plan to protect cherished real estate. The client passed away a few days later, with her wishes set in place.
Another time, Jeff uncovered a $15,000 life insurance policy that a departed client’s family didn’t know existed.
An accomplished public speaker, Jeff shares his knowledge and experience in the elder law field with many professional, civil, and non-profit organizations.
Czepiga Daly Pope & Perri - Jeff Rivard
