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Will, Tax & Estate Planning Workshop Resources

Make a Will. Make an Impact.

Your Will ensures your wishes – not the courts – guide your legacy. Major life changes are a good time to review your plan.

Join us to learn the importance of your Will, explore other tax saving and estate planning options, and get your questions answered.

Scroll down to register for one of the sessions.

In Person:

Tuesday, September 15
5:30 – 7:00 pm
The Samaritan Center in Voorhees
265 NJ-73
Voorhees Township, NJ 08043

Virtual:

Thursday, September 17
5:30 – 7:00 pm
Link to be sent to those registered
A senior African-American man in his 60s sitting at a table or desk by a window. He is paying bills or making a budget, looking through a stack of envelopes and writing on a notepad.

Your Presenters

Hosted by Samaritan’s Planned Giving Committee, a volunteer group of the region’s leading professional financial advisors, who are lending their time and expertise to raise awareness of the potential advantages of charitable estate planning.

Melissa Osorio Dibble:
Estate & Trust Litigation
856.616.6146
[email protected]

Rachel Schaffer Gersie:
Attorney
[email protected]
856.489.8388

Timothy Rice:
[email protected]
856-782-8450

View other Estate Planning Resources Here:  www.SamaritanNJ.org/Giving/Legacy

Register for Will, Tax & Estate Planning Workshop

We hope you found the Will, Tax, and Estate Planning Workshop of interest and value. Below we have information from the Workshop as well as additional resources we have gathered for you.

Watch The Presentation 

See The Slides:

Download Will Workshop Slides
A senior African-American man in his 60s sitting at a table or desk by a window. He is paying bills or making a budget, looking through a stack of envelopes and writing on a notepad.

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