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Estate Planning Basics: A Different Focus
Free seminar: wills, trusts, estates, estate taxes explained by a panel of experts!
Free Estate Planning Seminar--Back by Popular Demand!
Hear a panel of experts help their client, Jonas Clark XIV, prepare a will and other documents to protect his estate and provide for his heirs. His situation looks remarkably like yours! You’ll learn about choosing an executor/personal representative, what’s included in an estate and why that matters, minimizing estate taxes, and more. Moderated by Mary Hastings, Managing Director--Investments, Certified Financial Planner, AAMS, CRPC. Panelists: Attorney Patrick McAvoy, LL.M. (Taxation); Michael Minchello, Certified Financial Planner; Rand Spero, MBA, Certified Financial Planner; Attorney Jane Trudeau, LL.M. (Taxation); William Yates, Trust Officer.
October 26, 2014, 3:00 p.m. - 4:30 p.m., Cary Memorial Library, Large Meeting Room, 1874 Mass Ave, Lexington, MA. Free and open to the public. Sponsored by the Planned Giving Committee of the Cary Memorial Library Foundation. Reservations highly recommended: 781-862-6288 extension 324 or cmlfoundation@carylibrary.org