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Estate Planning to Create a Legacy

May 17, 2018 @ 8:30 am - 10:00 am

Delaware Estate Planning - Delaware CPA Firm

Jordon N. Rosen, CPA, AEP will be presenting Estate Planning to Create a Legacy! 

Jewish Federation of Delaware and Create A Jewish Legacy Present

ESTATE PLANNING STRATEGIES FOR LEAVING YOUR LEGACY

  • Why Everyone Needs an Estate Plan
  • Making Annual and Lifetime Gifts
  • Paying Medical and Education Expenses
  • Funding 529 Education Plans
  • Lifetime Charitable Gift Techniques
  • Creating a Jewish Legacy

Thursday, May 17, 2018

8:30 am – 10:00 am
Siegel JCC Auditorium
Free and Open to the Community

 

Venue

Siegal Jewish Community Center
101 Garden of Eden Road
Wilmington, DE 19803
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Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!