Please join us for the first Talk to the Experts segment on Trust & Estate Planning.
We will be answering a series of common questions, such as:
- I am retired and have various forms of income. How to I manage my tax?
- I am a business owner and I’m planning my estate. What concerns should I have about my business?
- I hear of people saving tax by using a Trust. What is a Trust and do I need one?
There is value for many individuals in the segment. Specifically if you are near or in retirement and have assets more than just your principal residence, or you own a business or holding company.