Estate Planning - part of the Putnam County Financial Ewareness Series
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February 8, 2022
The Putnam County Libraries have teamed up again! This time, to bring you a series on Financial Awareness. You are sure to enjoy Mark Lange, a knowledgeable and entertaining speaker from the Society for Financial Awareness (SOFA). Please join us with questions you may already have!
- What is it, and who needs it
·Why do I need a Will
· Trust, POA, Health Care Directive
· Forms of Ownership
· Probate-What it is and why
· Avoiding Probate-The advantages, are they right for you
· Marital Deduction and Unified Credit, are they still important
· Basis, what is it and why is it important
· Taxes-Income Tax, Gift Tax, Estate Tax, GST Tax - Why all these issues come into play when you're putting together a comprehensive plan
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