Free Seminar: Estate Planning for the Future
| Date: | October 20, 2022 |
| Time: | 10:30 a.m. – 12:00 p.m. |
| Location: | Stryker Center, Meeting Room 128 412 N Boundary St., Williamsburg, VA 23185 |
Please join us for an educational seminar hosted by Lynne Williams of Morgan Stanley and Ben Tiefenback of Sands Anderson.
This joint seminar will address two important elements essential to planning for the future:
Securing Your Legacy and The Law of Wills, Trusts, and Estates
Lynne Williams of Morgan Stanley will present a practical and informative seminar on estate planning and wealth transfer strategies. She will discuss trusts, insurance, gifting and how they can be combined to help you pass along your legacy and values to the people and causes that matter most.
Ben Tiefenback of Sands Anderson will outline recent changes in Federal and State law impacting your estate, common mistakes people make in planning their estate and the modern estate plan using revocable living trusts.
This program is free, however, space is limited and advance registration required.
Register now using the form below OR call (757) 259-7124.