Private Client Services for Women Luncheon

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Many of our clients are confronted with the challenges faced by the “sandwich generation” are looking for guidance on this important topic. This informational session is designed to give you the tools you need to address the emotional, financial, legal and tax issues that arise with the care of these family members.

Additionally, we will cover basic estate planning how-tos that will help you assess your goals, what you, together with your advisors, should be looking at when undertaking estate planning, and how to maximize some of the basic tools that are used to arrive at a plan best suited for you. While most people believe that minimizing estate taxes is the only purpose of estate planning, this portion of our session will highlight other reasons why good estate planning is essential, regardless of your age, sex or marital status.