Taxes and Estate Planning: what you need to know.

We hosted a similar program in the Winter during our New Year, New You Series. We are once again showcasing the importance of how planning you estate now can save your loved ones a headache later. This session will focus on preparing your estate from a financial standpoint for youe heirs. We will touch on some information dealing with Trusts as well. Come prepared with your questions!

Plan to attend Monday, October 17 @ 5:00 PM.

Please RSVP for space allowances.