YOUR COMPLETE ESTATE PLANNING TOOL KIT
Spend your lunch hour with us on Thursday, June 10, 2021 at 12PM for this free virtual event. John Davis is our guest speaker and will guide us on how to develop a tax-efficient and loving estate plan for the people and places we care about. John is a business, nonprofit, and estate planning attorney with Lynch Conger LLP, with offices in Bend and Portland. He helps individuals, business owners and nonprofit organizations reduce risk and plan for the future by creating wills, succession plans, complex family and business trusts, and partnerships.
Take-Away Resources from the Presentation:
- Estate Inventory Form
- Estate Planning Guide
- Final Wishes Booklet