Create a Lasting Legacy with Effective Estate and Tax Planning

• Estate Planning Basics - an overview of estate planning documents and fundamental planning concepts;
• Estate Tax Planning - the impact potential changes in both income and estate tax laws may have on conventional estate planning strategies;
• Planning with Retirement - an analysis of planning strategies specifically appropriate for retirement assets;
• Long-Term Trust Planning - considerations when leaving assets to loved ones, including whether or not a trust makes sense;
• Gift Planning - whether giving to individuals or charities, it is important to know the rules and which assets are best to give.

DETAILS:
Date/Time: October 16th, 5:00pm - 6:30pm
Location: Lombardo Student Center - Jardine Room
TIAA Presenters: Victor Roach, Wealth Management Advisor and Jim Alverson, Director of Wealth Planning Strategies