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Estate Planning

Estate Planning

This free course 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 class 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 at Swiss Bank. Please register in advance.

Date:
Tuesday, March 6, 2018
Time:
7:00pm - 7:45pm
Location:
Rush - Library Meeting Room
Campus:
Rush Public Library
Categories:
Rush Adult Program  

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