Ensuring your last will and testament is up to date is an important task that is often overlooked. While estate planning is not usually top of mind, making sure that your assets are protected for your loved ones is priceless.
OceanFirst Bank is offering a way for individuals to do just that through a series of free will review events throughout their branch network. The program includes a free consultation with an OceanFirst Trust and Asset Management Advisor. Attendees will have the opportunity to get answers to questions and ensure that their will reflects current tax laws, life event changes, and more. Attendees without a will are also encouraged to attend to learn more about the benefits of preparing a last will and testament.
Currently OceanFirst Bank has scheduled the following free will review event dates:
April 4 – 1184 E. Landis Ave, Vineland – Ext: 1402
April 11 – 85 W. Broad Street, Bridgeton – Ext: 2320
April 18 – 702 12th St., Hammonton – Ext: 2440
April 25 – 217 Jackson St., Cape May – Ext: 2340
May 2 – 1001 Asbury Ave, Ocean City – Ext: 1560
May 9 – 7806 Ventnor Ave, Margate – Ext: 2520
May 16 – 1777 New Road, Linwood – Ext: 1415
May 30 – 376 Tilton Road, Northfield – Ext: 1477
June 6 – 99 Hartford Rd., Medford – Ext: 1475
June 13 – 627 Haddon Ave, Collingswood – Ext: 1399
June 20 – 597 Route 38 West, Maple Shade – Ext: 1457
June 27 – 303 Village Center Dr., Swedesboro – Ext: 1464
All events are scheduled from 10 a.m. to 2 p.m. Participants are encouraged to make an appointment by calling 888.623.2633 and selecting the extension of the event location they wish to attend (listed above).
“This is a wonderful service for our customers and anyone within the community who wishes to take advantage of the program,” said OceanFirst Bank Vice President and Senior Trust and Asset Management Advisor, Brandon Kaletkowski. “Everyone who attends will receive 30 minutes with an experienced Trust and Asset Management advisor. The peace of mind is well worth the time it takes to sit down to review your current will and determine if it may be time for updates. Even if you don’t have a will, our team can point you in the right direction. The experience is truly invaluable.”
For additional information on OceanFirst Bank’s Will Review or additional financial products and services, please visit oceanfirst.com or stop into any OceanFirst Bank branch.
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