Do you have a will, a trust, an advanced health care directive, or a living will? Have you selected an executor, a trustee, an agent, or an attorney-in-fact? Are you confused, intimidated, worried by these terms?
Join YaleWomen experts for an event series to learn, ask questions, and share. Sponsored by YW, this first event in the series will be presented by Carolyn Henel ’92 (Partner at Roisman Henel + Adams in California), Jill Fopiano, CFP®, CFA, MBA ’92 (CEO of O’Brien Wealth Partners LLC in Boston), Marisa Baker ’00 (Managing partner of Baker Legal Group, LLC in New Jersey), and moderated by Xiaoyan Huang ’91.
