Please join us for a free educational seminar offering current information on constructing an estate plan that reflects your values and the legacy you wish to leave.
Experts will address common myths and misconceptions about estate planning and frequently ask questions:
• Do I need a will or a trust?
• Who will make medical and financial decisions for me if I am unable?
• How can I leave the legacy I want for my heirs and the charities I care about?
• What are options for retirement income planning?
• How can I sell appreciated stocks or real estate, reduce capital gains taxes, and create an income stream?