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Estate Planning

Event Type: *Adult
Age Group(s): Adult
Date: 1/18/2019
Start Time: 2:00 PM
End Time: 3:30 PM
 Foundation for Financial Education will discuss estate planning and will show you methods of how to be proactive in protecting your estate and your loved ones.

In this session the following topics will be covered:
Dealing with death and estate taxes
Wills and trusts
Probate and your estate
Choosing an executor
Lifetime giving exclusion
Unlimited marital deduction
Tax-free inheritance
Charitable giving
Library: Deer Run Branch    Map
Location: DR Meeting Room A
Presenter: Foundation for Financial Education
Status: Closed

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