Senior Wealth Advisor Rachel Kuss will speak about considerations for estate planning.

Her educational talk focuses on the importance of estate planning beyond simply distributing assets. The discussion highlights how clear communication of medical, financial, and personal wishes while healthy and competent can help reduce stress, confusion, and conflict for loved ones during difficult times. Topics include incapacity planning, healthcare directives, family communication, and the role of common estate planning documents, all presented from a general educational perspective rather than individualized legal or tax advice.

Rachel Kuss CFP® AIF® CRPS® is the Vice President of Investments, Owner, Wealth Manager, and Financial Planner at Kennebec Wealth Management.

Free. Visitors welcome.