Join Us for an Estate Planning Basics Lunch and Learn Webinar
Planning for retirement can be stressful, even under the best situations. There’s a lot of information available and it can be hard to know who or what you should pay attention to. That’s where WPCU’s Retirement Solutions team, available through CUSO Financial Services,* (”CFS”) can help.
Estate Planning Basics Lunch and Learn Webinar
Why you may need an estate plan
Strategies to plan for incapacity, including special health care directives
Wills, trusts and life insurance
Key tax basics, including an overview of the federal gift tax, estate tax and generation-skipping transfer tax**
Estate Planning Basics
Thursday, April 20, 2017
12:00 pm – 1:00 pm EST