Estate Planning: Strategies for Getting Started

Phoenixville Public Library
183 Second Avenue
Phoenixville, PA

Estate Planning: Strategies for Getting Started

Presented by
Jason Bishop, uFinancial Group

Thursday, September 3 * 7:00 – 8:00 PM
in the Community Education Room

Estate planning is one of the most important things you can do for yourself and your family. Without any planning, assets will pass at your death according to the rules of the state that you live in. Depending on the complexity of the estate, this could create some inheritance and tax issues. Learn the basics of estate planning in this informative workshop which will address personal planning, estate planning with business assets, and charitable planning.

This event is free and open to the public. Reservations are required on the Adult Events calendar at www.phoenixvillelibrary.org or by calling 610-933-3013, Ext. 132.