Learn how to do estate planning at next Friends of the Menlo Park Library presentation on Oct. 19

by Roberta Roth on October 10, 2013

Last year, Arna Shefrin’s mother-in-law died at the age of 94.Throughout her life a generous person, Clara gave a most significant gift when she was no longer alive. She had planned ahead. She had organized her documents, distributed gifts and assets, and arranged for her funeral to take place 1200 miles from where she was living.

Arna recognized that she could learn from Clara’s courage and foresight. “I needed to move forward on our own planning, organizing, and updating, as my husband had been suggesting to me for several years.” That led her straight to the Menlo Park Library. Her research directed her to the Nolo Press publication, Get It Together: Organize Your Records So Your Family Won’t Have To. Arna and her husband used this book to organize critical information about their assets, legal affairs, health care, and last wishes.

Arna will make a presentation entitled, “ Everyone Needs to Plan Ahead: Organizing Your Records for Yourself and Your Loves Ones” on Saturday, October 19th at 11 am in the Menlo Park City Council Chambers, 701 Laurel Street, Menlo Park. The event is free and supported by the Friends of the Menlo Park Library.

Arna will present an overview of the book, the resources and templates that come with it, and a description of how she used it. She will have available an example of the complete Planner Binder with templates for the documents inserted.

There will be ample time for questions related to organizing the project and completing the template documents.
Free wheelchair accessible van service is available for Menlo Park area seniors and people with disabilities. Call 330-2512 for van reservations. For event details, call Roberta Roth at 650-330-2512 or e-mail Roberta at rlroth@menlopark.org.

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