Estate Planning Basics [S-24-14]
|SLCHA: Silas Wright House: County Gallery
|2 Sessions 1.5 hours
|Tue 10:00 AM 04/23, 04/30
The presenter 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 the tax aspect.
Eleanor Menz is a Certified Public Accountant and retired Certified Financial Planner. She has most recently retired from fifteen years offering fee only financial planning services.