Estate Planning is for Everyone
ZOOM Presentation
Tuesday, Sept. 15th 1:00-2:00
Please join Attorney Benjamin Deppman and Financial Advisor Shawn Oxford, for a virtual discussion on the importance of estate planning.
Topics included: beneficiary designation, transferring wealth in the most tax efficient way and reducing family anxiety when it comes to planning.
A guide will be provided to facilitate discussion among family members.
Estate Planning can be an effective and efficient way to transfer assets to the next generation.
RSVP by 9/14
Register to receive ZOOM link
Suzanne Bennett
The Residence at Otter Creek
The Residence at Quarry Hill
The Residence at Shelburne Bay
802.377.3393
sbennett@lcbseniorliving.com
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