Create Your Legacy: Estate Planning 101

Where does one begin in planning their estate? Can you write a Will yourself? Do you have to hire a lawyer? What information do you even need?

This FREE virtual event connects you with industry experts who will answer all of those questions and more.

– Reasons Why You Need an Estate Plan

– Basic Estate Planning Documents

– Incorporating Charitable Giving in Your Estate Plan

– Common Mistakes in Estate Planning (and how to avoid them!)

About Attorney Tom Shorb:  Tom Shorb is a partner in the law firm of Stock and Leader and the focus of his practice is in the areas of estate planning and estate administration. He is the Chairman of the firm’s Estate Practice Group. He is a graduate of Villanova University and the Delaware Law School. Tom has been involved with several nonprofit organizations throughout his career.

About Sheri Leo: In her over 25-year career in financial management, maybe the most impactful, before coming to Fulton, were those as a planned giving officer at a Lehigh Valley college. “I met dozens of individuals and couples who loved their school yet were concerned for their family’s well being at the same time,” she remembers. “I admire them so much for their dedication to both.” Sheri joined Fulton Financial Advisors in 2015. She now has the trust of more than 50 clients with assets totaling nearly $100 million. Sheri started her career as a Trust Investment Officer with a bank in Pottsville, PA and spent more than 12 years as a Trust Investment Officer and a Senior Relationship Manager with a bank in Vermont. Wherever she’s lived, she’s served as a nonprofit board member, volunteer and advisor. “Direct engagement helps the community, my clients, and besides, I really enjoy it.” Sheri has B.S. from Shippensburg University, is a graduate of Cannon Financial Institute, achieved the Accredited Investment Fiduciary designation in 2004 and belongs to several professional organizations in the nonprofit and financial management fields. She is on the board of the Arc of Lehigh and Northampton Counties and serves on the planned giving committee for Northampton Community College, the President’s Advisory Council at DeSales University and the Endowment Committee for the United Way of the Greater Lehigh Valley.

About Tim Sutherland: Timothy H. Sutherland is a Certified Financial Planner® and principal of Harvest Rock Advisors, LLC, an independent, full-service wealth management firm in downtown York. Tim specializes in before-tax financial planning, including comprehensive charitable giving strategies. He has twenty-two years of wealth management experience and is a recovering accountant. Tim earned an accounting degree from James Madison University and a Masters of Finance degree from Loyola University. He lives in West York with his wife Carrie and their two felines, Harvey and Rocky.

We are grateful to Fulton Bank for financial support of this program.

Event Details

Create Your Legacy Breakfast Webinar

  • Friday, October 2nd
  • Virtual Event
  • 9:00 a.m. – 10:30 a.m.
  • Participants receive $10 gift card to Panera (must register by October 1 at noon)
  • FREE!

Upcoming Events

September 23, 2020



September 25, 2020

Justice Bell


September 26, 2020

Oral History Training Webinar


September 26, 2020

Open Fire Cooking Demonstration


The York County History Center inspires the exploration of the history, people and culture of our county, state and nation. As a non-profit organization it utilizes collections, historic sites and museums to help tell the American Story.

Contact Us

Administrative Building
250 East Market Street
York, PA 17403

York County History Center strives to maintain an accessible website compliant with the Americans with Disabilities Act.

©2020 York County History Center.
All Rights Reserved.
Terms of Use | Privacy Policy

Visit the History Center

York County History Center
Administrative Offices

250 East Market Street
York, PA 17403


Tuesday through Saturday 10 am - 4 pm

Download the Map Museums Library Membership