Featuring Estate Planning Attorney and Beth Am member Tish Loeb, Retired CPA and Beth Am Member Jerry Spector, and Rabbi Heath Watenmaker.

Whether you already have an estate plan in place, or are just thinking about putting together your will or trust for the first time, join us for this free, expert educational panel to learn how to mitigate taxation and make the most of your hard-earned assets.

Don’t have an estate plan? You need one! Every adult, with any amount of wealth, should have even a simple will to protect and distribute their assets according to their wishes. This holds true whether you are single, married, have kids, or don’t have kids. Come with your questions! Refreshments will be served.

No charge; registration required by Tuesday, June 24 using the form below.

Sponsored by the Beth Am Legacy Giving Committee.