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:

  1. Estate planning basics – Considerations when distributing your estate, Wills vs. Trusts, the probate process, and other things to expect.

  2. Tax planning – Tax rates, the best ways to minimize taxes, and disclaimer planning.

  3. Options for recognizing charities as part of your plan. For more on the event or to RSVP, click here.

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