S.P.A.R.K. Estate Planning Essentials: Legal, Financial & Tax Considerations
S.P.A.R.K. Estate Planning Essentials: Legal, Financial & Tax Considerations
Estate planning is about more than distributing assets. It is about protecting your wishes, providing for your loved ones, and preparing for the unexpected.
Join Ethan Stone, Esq. from Jameson Stone, LLC and Garrett Murphy, CPA for an informative session covering the essential components of an effective estate plan.
Learn the fundamentals of wills, trusts, powers of attorney, healthcare directives, beneficiary designations, retirement account considerations, Pennsylvania inheritance tax, gifting strategies, and common tax pitfalls.
Whether you're creating an estate plan for the first time or reviewing an existing one, you'll gain practical insights to help you make informed decisions and build greater peace of mind for the future.
Bring your questions for a live Q&A with our presenters. Lunch will be provided.
RSVP by Friday, September 18.