Wills Week

Wills Week

October 17–23, 2022 is National Estate Planning Awareness Week, and UMB will participate by providing free estate planning resources and hosting a virtual estate planning conference.

Don’t have a will? You’re in good company.

58% of Americans do not have a will. The top seven reasons are:

  • Haven’t gotten around to it
  • Not enough assets to leave anyone
  • Too expensive
  • Don’t know how
  • Don’t have anyone to leave assets to
  • Takes too long
  • Rather not think about it

The 2022 Wills Week Conference will be held on Fri., Oct. 21 from 9:30 a.m. to 3 p.m., and is FREE to all members of the UMB Community.

Register for the conference

 

Wills Week Articles


2022 Wills Week Conference Presenters


James LeeJames Lee, Metropolitan Wealth Advisors. "Estate Planning: A Sensible Approach"
Partner and Financial Advisor of Metropolitan Wealth Advisors

James has 22 years of experience in the financial services industry. His areas of expertise include asset management and financial planning. Metropolitan Wealth Advisors is a wealth management firm that specializes in helping people tackle everyday financial goals, offering planning for retirement, tax planning, life insurance, estate planning, and asset management.


Aisha SneadAisha Snead, Maryland Volunteer Lawyers Service (MVLS). "Planning and Controlling Your Assets"
Community Outreach Coordinator, Advanced Planning

Aisha serves as the Community Outreach/Project Coordinator for the Advanced Planning Program at Maryland Volunteer Lawyers Service (MVLS).  To this position she brings her skills and networks to amplify the necessity of Advanced Planning for underserved communities by demystifying and making accessible the process of Estate Planning.  These proactive and preventative measures increase better social and health outcomes for individuals, families and whole communities by decreasing the loss of legacies, community blight, and creating housing stabilization for generations to come.  


Cheryl JonesCheryl Jones, JD, Pessin Katz Law. "Planning for Medicare, Medicaid, and Long-Term Care"
Attorney with PK Law

Cheryl is a Member in the firm’s Wealth Preservation Group. She represents individuals and families, business owners, healthcare facilities, corporate executives, foundations and other non-profit entities in matters relating to estate planning, asset protection, and elder law, including asset transfer strategies. Her practice includes advising LGBT clients on estate and family planning matters, including second parent adoption proceedings.



Judy VereenJudy Vereen, New York Life Insurance. "Life Insurance 101"
New York Life Insurance Company

Judy joined New York Life in 2005 after a career in financial services. Judy’s core business is working with clients at all stages of life, retirement, and estate planning, including small business owners, through financial services, annuities, and life insurance policies.

Legal services, including estate planning services, are available to UMB employees through UMB Guidance Resources.