Free Estate Planning Seminar

Fountain pen poised over graph paper

Free Estate Planning Seminar—Back by Popular Demand!
 

Sunday, October 27, 2019, 2:00-3:30 p.m.
 

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

Have you ever wondered: Why do I need 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:

  • Pam Hoffman, MBA, moderator
  • Mellinda Abbott, CPA
  • Peter Hoffman, CFP, MBA
  • Patrick McAvoy, JD (LLM Taxation)
  • Rand Spero, CFP, MBA
  • Jane Trudeau, JD (LLM Taxation)
  • William Yates, JD

Free and open to the public. Sponsored by the Planned Giving Committee of the Cary Memorial Library Foundation. For a free ticket to this event, please register online. Questions? Contact Mary Ellen Ringo, Director of Development, at 781-698-4406 or meringo@lexingtonma.gov.