Please join us for this popular and informative seminar presented by fellow Palisades Village members: Ted Chaconas, Charles Lanman, and Bill Fralin. The seminar will include a discussion of the key elements of a successful estate plan, an overview of all the legal documents available in order to have a comprehensive plan in place, and some very important tax information both on the Federal and local level. The segment on Planned Giving will discuss the use of a charitable remainder trust, the benefits of donor advised funds, how retirement funds such as an IRA an/or and IRA rollover may be utilized in making planned gifts and reducing the size of your taxable estate, as well as other beneficial alternatives.
Thursday, May 12 6 p.m. to 8 p.m. Palisades Library 4901 V St NW Register by clicking here or
calling the office at 202-244-3310.