Events

Sponsors

02/26
Estate Planning
Educational Program
6:30 - 8:00 p.m.

Just in time for tax season!!

Seasoned estate planning attorney and Hope Connections board member, Gary D. Altman, will lead an informative discussion on the recent changes to estate and tax laws and how they may impact your estate and retirement planning.

This discussion is pertinent to all adults, regardless of the value of your assets.

Gary will cover the topics below and answer any questions you may have:

  • How the new SECURE Act and elimination of the Stretch IRA affects your estate planning
  • Why considering a Charitable Remainder Trust or a Charitable Gift Annuity as the beneficiary of your retirement account can make sense
  • What estate planning steps should you take NOW in anticipation of the November election
  • How using powers of appointment in your estate plan can have powerful results and tax savings for your heirs

RSVP at info@hopeconnectionsforcancer.org or 301–634–7500.