Estate Planning for Everyone: Common Mistakes and Hidden Opportunities

When:
January 13, 2019 @ 12:00 pm
2019-01-13T12:00:00-08:00
2019-01-13T12:15:00-08:00
Where:
Grace Episcopal Church
1314 Spring St
St Helena, CA 94574
USA
Cost:
Free
Contact:
June Lang
707-963-6205
Estate Planning for Everyone: Common Mistakes and Hidden Opportunities @ Grace Episcopal Church | Saint Helena | California | United States

Grace Episcopal Church: Bourn Hall, Newton Room
Includes complimentary light lunch

Join charitable estate planning professional Bob Hoffman, CSPG, CFRE, Senior Vice President of Thompson & Associates us to receive important updates in estate planning:

  • Making a charitable donation through your IRA minimum required distribution
  • Protecting your heirs from losing their inheritance in a lawsuit or divorce
  • Why some of your assets may be subject to income tax even if your estate is not large
  • Redirecting some of the potential tax on your assets to local charity

Let’s learn about planning for our future and enjoy fellowship together!