Estate Planning for Everyone: Common Mistakes and Hidden Opportunities
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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
1314 Spring St
St Helena, CA 94574
USA
Cost:
Free
Contact:

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!