Everyone knows you should have a will, but most Americans don’t have one. This free seminar presents estate-planning concepts in easy-to-understand terms, in a relaxed and informative environment. Questions are welcome!
Trust and estate attorney Bill Cahill will address real issues and cover:
- Federal and New York estate and gift taxes: what is and is not taxed
- Wills vs. living trusts
- Passing on assets to heirs while managing estate and gift taxes
- Selecting a guardian
- Power of Attorney and Health Care Proxy
Come away from the workshop feeling confident that the decisions you make today will leave a positive legacy and give your family security for a lifetime.