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Money Smart Week - Estate Planning and Wills: Leaving a Legacy In-Person

Who needs a will?  What is probate, and can it be avoided?  What is the real power of a trust, and are there tax benefits? Find these answers and more as we learn about the three parts of a will, the meaning of tax-free inheritance, lifetime giving exclusions, and how to incorporate these into your estate plan.  Discuss strategies that will assist you in minimizing your death/estate taxes while maximizing your assets. Meet at 2pm in the Bloomington Public Library Community Room.

Date:
Sunday, April 22, 2018
Time:
2:00pm - 4:00pm
Time Zone:
Central Time - US & Canada (change)
Location:
Community Room
Categories:
  Adult  

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