Estate Planning - Financial Workshop

Program Type:

Lifelong Learning

Age Group:

Adults
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Details

Please join us for this Estate Planning workshop hosted by The Foundation for Financial Education.  Topics covered will include:

  • 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

Please register for this class by emailing Shea Vogel shea@f3online.org or calling (941)366-6600.