Estate Planning Basics [F-24-11]
| Presenter: | Eleanor Menz |
|---|---|
| Location: | Potsdam Town Hall - Community Room (18 Elm St.) |
| Classes: | 2 Sessions 1.5 hours |
| Dates: | Tue 10:00 AM 10/29, Thu 10/31 |
| Status: | CLOSED |
Print Info
We will discuss planning for the orderly transfer of assets at death as well as planning for the possibility of incapacity during life. We will address the most common documents used, probate, as well as recent and forthcoming changes in tax law.
Eleanor Menz is a Certified Public Accountant and retired Certified Financial Planner. She has most recently retired from offering fee only financial planning services in the North Country.
Cap: 25