Estate Planning 101 with Rebecca Sargent
What is estate planning, and why is it important? It’s not about expecting the worst, but about putting thoughtful plans in place so your wishes are respected. Estate planning covers both “where will my assets go when I’m gone” and “who will help me if I am incapacitated.” Join Rebecca Sargent of Jones, Kuriloff & Sargent, LLC, for a two-night presentation covering the basic legal documents every adult should have in place. Some documents or tasks are things you can do yourself; others should be done formally. We will talk about common scenarios: blended families, land-rich and cash-poor, the effect of how you title accounts or real estate, and loved ones with special needs.
More about the facilitator:
Prior to establishing her own law practice in estate planning, probate, trust administration, corporate matters, and real estate, Rebecca Sargent was Senior Vice President & Senior Trust Officer at Union Trust Company (now Camden National Bank) from 1994 to 2008. Before that, she practiced law at Loughlin & Wade in Portsmouth, NH. She merged her business with the practices of Jeffrey Jones and Roberta Kuriloff in 2013, thus forming Jones, Kuriloff & Sargent, LLC.
Rebecca believes in giving back to her community, so she regularly volunteers her time and was named the Ellsworth Chamber’s Citizen of the Year in 2024. Recent non-profit involvement includes: Member EBDC Board (Ellsworth Business Development Corporation); Member Frenchman Bay Conservancy Board; Member HCTC Study Committee; Trustee, Lawyer’s Fund for Client Protection; Northern Light Maine Coast Memorial Hospital Capital Campaign Committee; Member Steering Committee, Ellsworth Rotary Auction; Member, Downeast Family YMCA Board; Member, Ellsworth Chamber of Commerce Board. In addition, Rebecca has been an instructor in various estate planning and investment topics for local organizations.
An Ellsworth native, Rebecca’s passions include travel and golf.
