Will or Trust – is it enough?

Date/Time       Location
10/08/2017  1:00 pm - 2:30 pm       OWL Room


Time and time again financial planners and estate attorneys run into situations where a client’s will or trust does not actually accomplish what they had planned for it to do. Situations change, laws change and associated documents can conflict. Are you sure you are “set”? Is it structured to minimize tax liabilities for your loved ones? Did you want to leave a legacy to your favorite charity? Did the questions give you just a teensy bit of pause?

You are in luck: MDUUC has such an incredible pool of talent and generosity in our membership that the Legacy Committee is able to offer you a free and easy seminar by a group of experts to cover just the most common pitfalls. It will be informative, entertaining and include a delicious light lunch. Mark your calendars for Sunday, Oct. 8 after the 2nd service – 1:00pm in the Owl Room.

Weather permitting, lunch seating may spill over onto the side patio. For questions or to RSVP please email legacychair@mduuc.org

Bookings

Bookings are closed for this event.

Categories