Estate Planning

In partnership with our corporate affiliate member BayState Financial, we are happy to offer this no-cost workshop via zoom for members on either June 17th or June 18th at 6:00pm.  Let’s talk about estate planning and your future. This seminar covers the basics of the estate planning process and explores some tax strategies to consider when planning for your estate.

Upon completion, attendees will:
• Understand the different options available in planning for an estate
• Have an overview of The Tax Cuts and Jobs Act of 2017,
• Learn about various federal gift and estate tax reduction strategies

Let BayState Financial help you plan your future!  Register for this event here