At a recent seminar held in the community room of Boscov’s, Siobhan Connolly conducted a class outlining how to avoid the pitfalls while creating an effective estate plan.
According to Ms. Connolly, “A good estate plan not only is effective after death but also provides for the possibility of incapacitation, the inability to manage your financial and medical affairs. Many people do not plan effectively for the “what ifs” in life. In this course, we tried to bring those possibilities to light and how to better prepare for them.”
Representing GSTC as a member and sponsor of the Social Communities Activities Network (SCAN), Siobhan facilitated the workshop as part of SCAN’s free schedule of classes serving the mature population in Monmouth and Ocean counties.
During her presentation, Siobhan explained how to identify and name an executor. Additionally, she addressed critical probate and tax planning issues.
As Vice President and Trust Officer, Siobhan concentrates her focus on day-to-day client management and nurturing strong relationships with investment management, trust, and charitable foundation clients.
Among her professional activities, Siobhan is a board member of the Social Communities Activities Network (SCAN) that provides quality social education and resources to the active adult population in Monmouth and Ocean counties.
Siobhan graduated from Cannon Trust School and is currently pursuing her Certified Trust & Financial Advisor (CTFA) designation. She also holds a Master’s degree in Education from Long Island University and a Bachelor of Science degree from University of Albany.