Jenna Lusk was a guest speaker on Estate Planning and Probate at the Advancement Foundation Aging with Grace Workshop on July 18, 2023.
Her speaking topic, “Elder Law from A Catholic Perspective,” offered an insightful introduction to the fundamentals of estate planning. The session covered the significance of creating a well-thought-out plan, guidance on selecting suitable individuals as successor trustees and healthcare agents, strategies for blended family planning, and the process of passing on wealth to children and grandchildren while also leaving a lasting legacy for one’s parish or favorite Catholic ministry.
For additional information on The Advancement Foundation, click here.