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Estate Planning

Estate Planning

This will cover the basics of estate planning, roles and responsibilities of the executor, and the estate administration process. We will cover terms such as probate, letters testamentary and gross taxable estate. This course will show ways to simplify your estate and minimize potential taxation, plus explain living trusts and their characteristics. This event will be hosted by Patrick Kelly, financial Advisor/Swiss Bank, Please Register in advance.

Date:
Tuesday, October 24, 2017
Time:
7:00pm - 7:45pm
Location:
Rush - Library Meeting Room
Campus:
Rush Public Library
Categories:
Adult Program  

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