Thursday, November 28, 7:00 pm

We’re excited to announce that our upcoming Legacy and Estate Planning event on Thursday, November 28th at 7 pm will now be held virtually to better accommodate everyone’s schedules and ensure maximum participation. This change will make it easier for all interested participants to join, regardless of location.

The event will maintain all its planned content and interactive elements, just in a more accessible online format.

Join us on Zoom (register to receive the link below) for an important seminar featuring expert panelists who will guide you through the essential steps of comprehensive estate planning. This is your opportunity to:

• Understand the Critical Importance of a Will: Learn why a proper will is a necessity for protecting your loved ones
• Explore Tax-Efficient Legacy Giving: Discover strategies to minimize tax burdens and maximize the impact of your estate
• Prevent Potential Family Conflicts: Understand how proper estate planning can avoid legal disputes and emotional strain

Our Expert Panel Will Discuss:

• The consequences of dying without a will
• Tax strategies for legacy giving
• Insurance and estate planning
• Common estate planning mistakes and how to avoid them

Panel:

Steven Bookman, Founding Lawyer at Bookman Law
Jeff Bernstein, Managing Partner, Seligman Insurance
Daniel Wilson, Tax Partner, Segal GCSE LLP

RSVP HERE

We look forward to seeing you online!