Living Wisely – 2/26/2015

Let’s Talk Estate Planning

The February 26th Living Wisely Luncheon was titled, “Let’s Talk Estate Planning.”

This event was full of useful information about estate planning. The group learned about the components of an estate plan, how they help ensure your wishes are carried out, and how the latest changes in tax laws can affect your estate plan. The presentation also discussed the role of a successor trustee and how to choose one.

If you would like more information on this subject or future Living Wisely events, please contact our office.