Juliette Wilbur has worked in Probate for 20 years. She is committed to assisting people in breaking down the barriers to discussing preparations for the inevitable.  She will share some simple tools and resources to assist people in avoiding the time, energy and pain that can impact families for generations.  This is an in-person class.

This is a new start date.  Classes will be held 10/3, 10/10 10/24 (No class 10/17)

“Tomorrow belongs to those who prepare for it today.” - African  Proverb. "The more efficiently you use your time, the more experiences you can harness in a lifetime." - Ruzanna Hernandez, Ed.D.

Take control of your time and take control of your life. Join us to learn       easy ways to take back your time and create more time for you - whatever you want to accomplish. 

Class 1 - We will talk about the benefits of planning, ways we can plan (ex. time blocking, time of day, and routines and goals) and methods of planning (ex. paper planner, digital planner, google calendar, etc.). We will set goals and plan our upcoming week.

Class 2 - We will go over our previous week and pull out any opportunities for change. We will brainstorm ways to overcome those opportunities and plan another upcoming week. 

Class 3 - We will compare our weeks, brainstorm some more, and talk about other ways. 

 This is an in-person class.

You accumulate assets over time and may forget to look at the big picture.  For example, you start a small retirement account at your first job and name a beneficiary at that time; you buy a piece of land while you’re still single; you inherit money and deposit it to your checking account.  When you die, each of those assets will follow different distribution paths. 

“Estate Planning” is about getting documents prepared to plan for your future AND about making sure you’ve got your i’s dotted and your t’s crossed.  You don’t have to be rich or old to go through this process.    

Join Rebecca Sargent and Elizabeth Young, with Jones, Kuriloff & Sargent, LLC, to learn about the documents and considerations.  There’s the financial power of attorney (i.e., who's going to pay your bills when you no longer can); medical power of attorney (i.e., who will make medical decisions if you’re incapacitated); and your Will (i.e., what happens to your assets when you die). 

This workshop is for people who want to learn the basics about estate planning.  If you have put off thinking about these issues because you don't know where to start or what questions to ask, this workshop is for you!  This is an in-person class.

Juliette Wilbur has worked in Probate for 20 years. She is committed to assisting people in breaking down the barriers to discussing preparations for the inevitable.  She will share some simple tools and resources to assist people in avoiding the time, energy and pain that can impact families for generations.  This is an in-person class.

There has been a lot of interest in this topic, so we are working with community organizations to find the best option for presenting this important information.

Check back here for updated information in late August or sign-up now and we will alert you when details are finalized.  You may also give us a call at 207.664.7110.