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Estate Planning Seminar

September 10, 2023 @ 12:30 pm - 2:00 pm

First UU’s Trust Fund of Endowments is hosting an Estate Planning Seminar. We will discuss the importance of wills and powers of attorney for everyone no matter your age or size of estate. Attorney Carol Bertsch will discuss wills. Certified Public Accountant Joanne McGowan will address tax questions and advantages. And physician Debu Dasgupta will talk about medical advance directives as part of the estate planning workshop. Attendees will get both the legal and the medical perspective on these documents – a great value!

This is a FUUnd lunch day, so grab some food from the lunch before heading over to the seminar. For more information, contact trustfund@uusat.org.

Details

Date:
September 10, 2023
Time:
12:30 pm - 2:00 pm