Estate Planning and Asset Management Seminar Helps Educate Community
TICONDEROGA, NY (August 12, 2013) — The Ticonderoga Federal Credit Union (TFCU) hosted their first Estate Planning and Asset Management Seminar to an audience of 69 people on Wednesday, July 31 at 6:30 PM at the Best Western Plus in Ticonderoga.
“Estate planning is a thoughtful process and TFCU is pleased to meet the needs of our members and community by offering this session,” said Shawn Hayes, TFCU President and CEO.
The free seminar, presented by John Breitenbach, covered general legal guidelines for basic estate planning and asset management to suit everyone, regardless of age or financial situation. Mr. Breitenbach examined the basic legal documents necessary to protect and manage assets, direct their orderly disposition, and address health care concerns, including; Last Will and Testament, Power of Attorney, Trusts, and a Health Care Proxy/Living Will. Mr. Breitenbach discussed the purpose of these basic estate planning tools and their importance for individuals and families.
John Breitenbach received his undergraduate degree at Western New England College and attended Albany Law School. In 2000, he was admitted to the New York State Bar and is a partner in the Firm of Carney and Breitenbach in Ticonderoga.
About Ticonderoga Federal Credit Union
Established in 1954, Ticonderoga Federal Credit Union has been serving the financial needs of its members for 59 years. It currently operates through conveniently located offices on Route 9N in Ticonderoga, NY, Meacham Street in Port Henry, NY, Court Street in Elizabethtown, NY and can be found online at www.tfcunow.com.