Estate Planning For Your Health-Finances-Assets-Heirs: Thought Leadership & Pro Tips
Estate Planning For Your
Thought Leadership & Pro Tips
Tuesday, December 8 10:00 a.m.
Join us on Facebook Live Live stream link will be sent to all registered attendees
During the chaos and commitments of our work and personal lives during the pandemic, have your individual estate planning needs to protect your health, finances, assets and heirs taken a back-seat? Are you confused by the swirl of commentary surrounding the election and year-end challenges and opportunities?
Estate tax and gifting for 2020
What’s happening with non-profits and charitable-giving
Basic estate planning docs to have at hand, just in case
Elimination of the “stretch IRA” as an inheritance vehicle