Board of Directors Chair | Jaclyn Fish Linkedin
Board of Directors Chair | Jaclyn Fish Linkedin
Penbay Estate Planning Law Center presents:
Estate Planning & Financial Planning Under One Roof
Live Webinar
April 6th 2023 at 10:00AM
Cost: FREE to the Public
Description
Do I need a Will or a Trust? If I have a trust will that cause more taxes? Should I make a gifting plan? Isn’t the estate tax going up in 3 years? Do I need to rebalance my investments? Should I be hunkering down for a bear market? Or buying on the dip?
You need legal, tax, and financial advice all at the same time.
You need to talk to a financial advisor, an estate planning lawyer, and a CPA. But does that mean you need to make 3 different appointments with 3 different professionals in 3 different places? And shouldn’t these advisors all work together on your plan?
We know how you feel because we felt that way too. That’s why we created an office with an estate planning attorney, a financial advisor, and a CPA all in one place.
We’re legal, financial, and tax advisors in a single office: A branch of Penbay estate planning law center located in Bangor.
This live webinar features a veteran estate planning attorney, financial planner, and CPA. Learn about trusts, financial trends, and ways to avoid estate and gift taxes.
Contact:Donnalee White, Director of Operations and Client Relationsdprice@penbaylaw.com, (207) 236-4888
Original source can be found here
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