CNBNews

Two workshops being offered – in-person on Wednesday, September 25,

and virtual on Thursday, September 26

Mount Laurel, NJ – Your last will and testament is the cornerstone of your estate plan. Without it, important decisions – including gifting of assets and heirlooms, guardianship, and your executor – will be out of your hands and decided by existing laws, or in court. If you already have a will, remember that certain life events – including the birth of a child or grandchild, your or your child’s marriage or divorce, the passing of a spouse or heir, the purchase or sale of a home or business, or an inheritance – are all reasons to revisit and update your will and estate plan. 

To learn more about the importance of your will, explore other tax saving and estate planning options or get your questions answered by professionals, Samaritan is offering two FREE Will, Tax & Estate Planning Workshops in September 2024:

• In-person workshop – Wednesday, September 25, 2024, from 5:30-7:00 p.m. at The Samaritan Center at Voorhees (265 S. Route 73, Voorhees, NJ 08043)

• Virtual workshop – Thursday, September 26, 2024, from 5:30-7:00 p.m.

“At Samaritan, we understand that healthcare and estate planning can be very overwhelming. However, we also know that creating and updating your will and estate plan is a crucial step in preparing for the unexpected and your future,” said Chris Rollins, chief development officer for Samaritan. “These workshops provide participants with the exclusive opportunity to ask questions and have conversations with local, highly regarded estate planning attorneys, so that individuals can plan and make informed decisions about their future.”

This year’s workshops are hosted by Samaritan’s Planned Giving Committee, which is comprised of some of the region’s leading financial advisors who volunteer their time and expertise to raise awareness about the potential advantages of charitable estate planning. This year’s workshop panelists include:

• Melissa Osorio Dibble, Esq., Partner, Archer – A graduate of Rutgers University School of Law-Camden, Melissa serves as a partner at Archer and is the current president of the Estate and Financial Planning Council of Southern New Jersey. She concentrates her practice in the area of Estate and Trust Litigation, representing a variety of institutions and individuals, including banks, universities, executors, trustees, beneficiaries of estates and trusts and intestate heirs. She is a member of Samaritan’s Planned Giving Committee.

• Rachel Shaffer Gersie, Esq., Attorney, Fendrick Morgan Law – A graduate of Drexel University School of Law, Rachel joined Fendrick Morgan in 2013 and is a member of the Estate & Financial Planning Council of Southern Jersey. She concentrates her practice in a wide array of estate planning, estate administration, and elder law matters for New Jersey and Pennsylvania clients. She is a member of Samaritan’s Planned Giving Committee.

• Timothy J. Rice, Esq., Managing Partner, Timothy Rice Estate and Elder Law Firm – A graduate of Villanova Law School and Northwestern University, Timothy Rice Estate and Elder Law (TREEL) Founder and Managing Partner Timothy J. Rice provides peace of mind and security for clients during some of their most vulnerable moments. For more than 30 years, Tim has crafted personalized legal solutions that honor each client’s unique wishes and circumstances, ensuring their legacy and assets are protected. With a compassionate and client-centered approach, Tim prioritizes building trust and understanding, offering guidance and support every step of the way. He is a member of Samaritan’s Planned Giving Committee.

Registration for both the in-person and virtual workshop is required by Friday, September 20, 2024. Those interested in participating can register online at SamaritanNJ.org/Will-Workshop or by contacting Chris Rollins at (856) 552-3205 or [email protected]. More information about the event is also available at SamaritanNJ.org/Will-Workshop.