Estate Planning: What to Consider When Making Your Plan with Jeffrey Douglass from the Principal Financial Group
A good estate plan allows you to choose who gets the property you own, when they receive it, and how they receive it; all in a way that can allow substantial tax savings and requires little use of the legal system. Making these decisions in advance gives you a sense of comfort that your last wishes will be carried out. This seminar will cover ten key actions to take to create your own estate plan. All participants will receive an "Estate Planning Guide" and a "Document Your Plans Workbook" to centralize all your essential records.
- Monday, October 23, 2017
- 7:00pm - 8:00pm
- Irondequoit - Densmore Creek (#114), Irondequoit - Irondequoit Bay (#115)
- Irondequoit Public Library
- Age Level - Adults