Broker Check
24 Jan
WEBINAR- Understanding Your Estate: CRITICAL ELEMENTS OF AN ESTATE STRATEGY FROM THE BEGINNING TO THE END

Description

Taking steps to help protect your estate is a key financial choice. With appropriate strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Alyssa Graham Garrigan, Attorney & Partner of Ansell & Anderson P.A. will discuss critical elements worth considering when creating your own estate strategies. Buddy Phaneuf, President of Phaneuf Funeral Homes & Crematorium, will answer the most commonly asked questions when it comes to the benefits of advance funeral planning.

Topics to be discussed

  • STANDARD ESTATE PLANNING DOCUMENTS: There are many important documents that are part of a complete estate plan. It is important to understand what these documents are and how they will be used to protect you and your wishes near the end of your life. These include Trusts, Wills, Durable Powers of Attorney (DPOAs), Advance Directives for Healthcare, etc.

  • PROBATE: The last thing anyone wants to think about after a loved one passes away is probate, or the process of distributing the deceased's property. While probate isn’t always complex, it is important to understand the process, particularly if you wish to spare your heirs from it.

  • YOUNG FAMILIES: Many young families put off estate planning. If asked, they may say they are too young, healthy, or cannot afford it. Some have trouble even thinking about what could happen if they were to pass away while their minor children, spouse, and pets are depending on them. But even a healthy, young adult can be taken suddenly by an accident or illness, and those with young families need estate planning precisely because others are depending on them.

  • PRE-PLANNING: While no one wants to think about their own death or planning a funeral, creating an advance funeral plan may bring peace of mind to you and your family. Advance funeral planning allows you time to understand the process, helps you make clear choices that are right for you, and alleviates financial and emotional burdens for your family during a difficult time.





James S. Brophy
Wealth Manager, CFP®, CRPC®, CLU®

Additional Designations and Licenses: Series 7, Series 66, and Life, Accident and Health License

Education: B.S. in Economics with a Concentration in Marketing from Bentley University It was natural for me to have an interest in business, given that my father is a wealth manager and entrepreneur. The decision to follow suit did not come easily though. Still, I could not shake a curiosity for all things financial which led me to the business focused Bentley University, where I studied economics and marketing. I found that those two subjects are about solving financial puzzles and understanding people. I had the opportunity to intern at a wealth management firm near Bentley University during my junior year. That experience showed me that a wealth manager solves complex financial puzzles every day, and the puzzles they solve help people to change their lives. This realization is what led me to join the team at Brophy Wealth Management, LLC.


Alyssa Graham Garrigan: Attorney with Ansell & Anderson P.A.

Alyssa Graham Garrigan

Attorney Alyssa Graham Garrigan concentrates her practice in the areas of estate planning, trust and estate administration, and gift, estate and generation-skipping transfer tax planning. She graduated magna cum laude from Boston University (BA 2008), summa cum laude, from Suffolk University Law School (JD 2011) where she was a Note Editor for the Suffolk University Law Review, and she received her Masters Degree in Taxation from Boston University School of Law (LLM Tax 2012). She is licensed to practice in New Hampshire and Massachusetts. Alyssa is a member of the New Hampshire Bar Association and the American Bar Association. She is also a member of the New Hampshire Estate Planning Council and serves on the Executive Committee. Alyssa was named a Rising Star - Estate Planning & Probate Attorney by Super Lawyers from 2016-2021.* Alyssa is a graduate of the American College of Trust and Estate Counsel (ACTEC) 2022 New England Fellows Institute.

*Super Lawyers is a rating service of lawyers. The selection process includes independent research, peer nominations and peer evaluations. To be eligible for inclusion in Rising Stars, a candidate must be either 40 years old or younger or in practice for 10 years or less. No more than 2.5 percent of attorneys in the state are named to Rising Stars.



Arthur O. “Buddy” Phaneuf, CFSP, CPC

Arthur O. “Buddy” Phaneuf CFSP, CPC, is a fourth generation funeral director and has been running the family funeral business since 1989. Prior to his time in funeral service, he worked in Washington, D.C. as a senior consultant with management consulting firm, Deloitte. He holds an MBA degree in finance from the George Washington University, as well as B.S. degree in Operations Research from the University of New Hampshire and an A.S. degree in Funeral Service from the New England Institute. He is a member of the National Funeral Directors Association and the New Hampshire Funeral Directors Association. He is a frequent contributor to several funeral service trade magazines. A committed member of the community, Buddy is a lifelong parishioner of Ste. Marie Church and serves on several nonprofit Boards throughout the Manchester area including Catholic Medical Center Finance Board, Ste. Marie Finance Committee and Foundation, and the Phaneuf Family Foundation. He is also a past member of the Board of Trustees of the Visiting Nurse Association of Southern New Hampshire and the Franco American Center. In his spare time, he enjoys skiing, mountain biking, playing hockey and traveling. He lives in Manchester with his wife, Pamela, and has three children — Mallory, John and Griffin.

Feel free to invite a guest to attend who, like you, would benefit from working with us at Brophy Wealth Management, LLC. 

Date and Time

Tue, Jan 24, 2023

6:00p - 7:00p EST

Location

Live Webinar

PT1H
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