Virtually everyone needs a basic estate plan. A basic estate plan typically includes one or more health-care directives (e.g., a health-care proxy), a durable power of attorney, a will, and in some cases a living trust. Many people, however, need to go beyond the basics. 

This presentation will outline several planning strategies that may be suitable for individuals concerned about minimizing gift and estate taxes, as well as those with specific goals, such as transferring a business interest, supporting a favorite charity, or protecting assets from future creditors. Looking forward to seeing you there!

Date: Wednesday, October 8, 2025 
Times: 1 pm 
Location: Zoom (you'll receive a link after registration)
Register here or email Meredith at mhaldeman@sagepathfa.com