Program Type:
Learn More! (Workshops & Presentations)Age Group:
Adults
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Allowed Ages: Over 18
Program Description
Event Details
Learn the 3 parts of a will and who needs one? Discover what “probate” means and can it be avoided? What is the real power of a trust and are there tax benefits? Learn the meaning of “tax-free inheritance” and “lifetime giving exclusions” and how to incorporate them into your estate plan. Discuss strategies that will assist you in minimizing your death/estate taxes, while maximizing your assets.