Estate Planning - Financial Workshop

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Program Type: Educational
Age Group: Adults

Event Description

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 or calling (941)366-6600.