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Coordinating Wills, Trusts & Estate Plans. Session 2 The Toll of Taxes


Thursday, February 11, 10:00 am - 10:30 am

A Complimentary Online Workshop Series

This session addresses many questions including estate tax planning, pre-paying for health care and gifting options

Managing the Toll of Taxes:

Does your home state have inheritance and estate taxes? Do you have questions about how moving to a CCRC may impact your income taxes?  This session addresses these questions, including estate tax planning and gifting options.

Presented by Jennifer R. Rivett, Shareholder at Devine Millimet & Branch, P.A.

 

 

 

 

 

 

 

Attorney Rivett works closely with individuals and families to understand their estate planning needs and goals and then draft appropriate estate planning documents, such as wills, revocable trusts, and special needs trusts accordingly. She also assists fiduciaries and families with the settlement of estates, including navigating the probate process and administering trusts.

 

Each session is 30-minutes and there will be time following the presentation for Q&A

Hosted via Zoom, an online app that allows for face-to-face discussion. After you RSVP using the form below, you will receive a confirmation email. This will be followed up with a link to join. If you’re new to using Zoom, we’ll gladly help you get set up and provide tech support if needed. It’s easy, it’s free, and we’re looking forward to seeing you on screen, soon!

You may also contact Carmen Chaisson to register: Email CChaisson@rwmanchester.org or call 603-836-2302.

Space is limited; please complete RSVP two hours prior to the start time.