Estate Planning 101: From Legalities to Legacies
Date: May 16, 2018
Time: 6:30 PM - 8:00 PM
Event Description
Treece Financial Group and Lambda Living are proud to present a series of free seminars to educate our community on a variety of important financial topics. • Creating an estate management checklist • Critical estate documents • 4 reasons millenials need an estate strategy • 4 steps to valuing an estate • How to safeguard your digital estate • Maximizing your charitable gift and generating potential tax benefits • Charitable gifting through community foundations