Estate and Tax Planning - Virtual Workshop with Emily Hogan and Emily Pringle
On Tuesday, November 2, 2021 from 6:00pm to 7:30 pm, Emily Hogan and Emily Pringle will be speaking on Estate and Tax Planning. This 90-minute presentation and Q+A session will cover:
Estate planning basics – Considerations when distributing your estate, Wills vs. Trusts, the probate process, and other things to expect.
Tax planning – Tax rates, the best ways to minimize taxes, and disclaimer planning.
Options for recognizing charities as part of your plan. For more on the event or to RSVP, click here.