Mary Ann and Jim Colitsas presented a program called “Legacy Planning”

Mary Ann and Jim Colitsas presented a program called “Legacy Planning” to the Women’s Council of Realtors Mercer County on May 17, 2024. Mary Ann advised how important it is to have a Will, Power of Attorney and Living Will. She told of all the problems which can arise without these documents. She urged all to be prepared and organized. Jim set forth the best approach to a Realtor’s financial part of the business. He provided recommendations to have a handle on income taxes and other important information. Jim is with Omni 360 Advisors with offices on 777 Scudders Mill Road Building 4 in Plainsboro.