THURSDAY, OCTOBER 5 | 6:30 – 8:00 PM
When writing/updating your will, you will want to be sure to plan for the impact taxes will have. Planning to reduce or defer taxes is an essential part of estate planning and administration. You will want to contemplate the potential tax liability, how it will be paid, and also provide your executor(s) with the tools and flexibility they need to prepare the tax returns and administer the estate in a tax-effective and efficient manner. This presentation will address many commonly asked questions and will present tax planning options for you to discuss with your family and advisors.