Estate Planning: Legal and Financial Considerations

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Date(s) - May 16, 2018
9:00 am - 10:30 am

FiftyNorth (Northfield Senior Center)


Most people want to leave their mark on the world in some way. Often that way is through a financial legacy. Where do you want your assets to go? How can I bequeath monetary gifts so that the recipient will receive the most gain with the least tax penalty? What is an annuity? What is a legacy gift? What are the current tax laws? How can I protect my assets while still meeting my financial needs as I age? These questions, and many more, will be answered in this program on Estate Planning presented by financial advisor, Andrew Hauskins, Senior Integrated Wealth Advisor with Carlson Capital Management, and attorney Megan Kraby from Kraby Decker Law in Northfield.

$9 non-member / $7 member / $0 plat equiv