Estate Planning Seminar

LexMedia broadcast of the October 15th Estate planning seminar

Free Estate Planning Seminar—Back by Popular Demand!

Sunday, October 15, 2017, 3:00-4:30 p.m.

Cary Memorial Library, Large Meeting Room, Lower Level, 1874 Mass. Ave., Lexington

Have you ever wondered: Why do I need to do a will? What things should I think about if I’m updating my will? How will taxes affect my estate? What is a trust? How can a trust save taxes and protect assets? What if I own a small business? How do financial planning and estate planning go together? These and other questions will be addressed in an upcoming seminar, “Estate Planning Basics.” Bring your own questions! Our panel of experts include:

  • Mary Hastings, CFP, moderator
  • Peter Hoffman, CFP, MBA
  • Rand Spero, CFP, MBA
  • Edward Fitzgerald, Trust Officer
  • Kevin Sargis, JD, CPA
  • Rebecca O’Brien, JD
  • Patrick McAvoy, JD (LLM Taxation)
  • Jane Trudeau, JD (LLM Taxation)

Free and open to the public. Sponsored by the Planned Giving Committee of the Cary Memorial Library Foundation. Seating is limited—reservations for this popular event are highly recommended. Call 781-698-4406 or email cmlfoundation@carylibrary.org.

Presentation slides available in PDF format.