October 27, 2019 @ 2:00PM — 3:30PM
Seminar on estate planning basics, including information on need for wills, tax issues, and trusts.
Have you ever wondered why do you need a will? What to think about in updating a will? How taxes impact your estate? What is a trust? How do financial planning and estate planning go together? These and other questions will be addressed by our panel of experts, including Pam Hoffman, MBA; Melinda Abbot, CPA; Peter Hoffman, CFP, MBA; Patrick McAvoy, JD (LLM Taxation), Rand Spero, CFP, MBA; Jane Trudeau, JD (LLM Taxation); and William Yates, JD. Sponsored by the Cary Memorial Library Foundation.