miércoles, 12 de agosto de 2020

Free Webinar: Estate Planning Everyone Needs Now

Estate Planning Everyone Needs Now
Updating Important Documents in 2020, and Using Charitable Trusts as IRA Beneficiaries

Wednesday, September 2, 2020, 12 to 1 p.m. ET


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This year presents a number of important considerations for people making estate plans — from COVID-19 to a national election. But these are also reasons to start planning for your future if you haven't already. In this special webinar, hear from tax and estate planning experts on how and why to update your documents. And, learn how you might use a charitable trust as a beneficiary of an IRA.

Featured presenters:
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
Founder, Shenkman Law

Jonathan Blattmachr
Principal, Pioneer Wealth Partners

 

For more information, please contact us at
plannedgiving@michaeljfox.org or 212-509-1524.

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