YOUR COMPLETE ESTATE PLANNING TOOL KIT
…The FIVE documents every person should have in place…
Spend your lunch break with us on Wednesday, October 21, 2020 for this free virtual event. Gene Christian, from Charitable Estate Planning Northwest, 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.
Take-Away Resources from the Presentation:
- Estate Inventory Form
- Estate Planning Guide
- Final Wishes Booklet
- Access to Confidential and Free Estate Planning Assistance