Broker Check
30 June
The Final Trilogy: You, Your Children & the IRS


This interactive discussion will highlight 7 challenges every family faces from beyond the grave and how to avoid them.  From asset protection for the surviving spouse to preventing inheritance conflicts among heirs to reducing taxation of your estate at death, this comprehensive talk does the hard work of starting the conversation.  A handout will be provided that intends to act as "homework" so that attendees can later tackle any issues they deem important as a result of their attendance.

Date and Time

Thu, Jun 30, 2022

11:30a - 1:30p EST



Grits Cafe
17 W Johnston St
Forsyth , GA 31029
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