Plan Well/Live Well: Estate Planning for Business Owners and Managers

Join NH Business Review and Ledyard Bank for a virtual presentation by Valerie Nevel, a Senior Financial Advisor at Ledyard Financial Advisor and a licensed NH Attorney. Listen as she covers the following aspects of estate planning and learn how you can effectively improve your financial well-being with proper estate planning:

• The Stages of Life- how early do you need to start an estate plan?
• The 4 Estate Planning documents you should consider and what happens if you don’t have them?
• The 5 Ways to Title Assets and the 4 Ways to Avoid Probate.
• The Risks of Doing Nothing.

This webinar was held on Thursday, September 21, 2023

Expert Panelist

Valerie J. Nevel, Esq.
Senior Financial Advisor & Fiduciary Consultant
Ledyard Financial Advisors

Valerie Nevel joined Ledyard Financial Advisors in September of 1998 and has over 35 years of experience in taxation, banking and wealth management services. She has worked in the area of taxation for the MA Department of Revenue and Coopers and Lybrand. Nevel was in-house legal counsel to the Trust Division of State Street Bank and Trust Company. Prior to joining Ledyard, Valerie had a legal practice in which she focused on estate planning, taxation, trusts and charitable organizations.

Nevel graduated from Boston University Magna Cum Laude with a Bachelor’s of Science Degree in Economics.  She has a Juris Doctor Degree from Boston College Law School with a Master’s degree in Business Administration from Boston College Carroll School of Management. Nevel is an active member of the New Hampshire Bar Association. She is a current member and past chair of the Trust Committee of the NH Banker’s Association along with being a member and a past president of the New Hampshire Estate Planning Council.

Nevel grew up in the Upper Valley and returned to raise her family here.  She is very involved in the local community, serve on the boards of many local non-profit organizations including the Upper Valley Children’s Center, West Central Services, WISE, and the Upper Valley Humane Society.

Moderator

Ernesto Burden
Vice President and Publisher
Yankee Publishing | New Hampshire Group 

Ernesto has been vice president digital for Newspapers of New England (NNE), group publisher at PennWell,  vice president of digital media for The Telegraph and NH.com and related sites, as well as digital media director for the Rutland Herald and Times Argus newspapers in Vermont, online editor for The Telegraph and NH.com, and a print editor and reporter with daily and weekly newspapers. He’s spent his career at the intersection of publishing, digital evolution and marketing helping both publishers and advertisers maximize their digital visibility.