Virtual Presentation: 529 Plans: The Facts About the Estate Planning Benefit
Tuesday, July 14, 12:30 - 2:00 pm.
Speakers will be: Judi McAnaw, Financial Advisor, Edward Jones & Stephen Jobe, Director, 529 Plan Specialist, Legg Mason & Co., LLC .
Please join the Somers Library for this upcoming webinar featuring a discussion on "The Facts about the Estate Planning Benefits of 529 Plans." During the presentation, we'll share tips and insights around the unique role 529 Plans can play in your estate planning strategy, including: Gifting opportunities, including "accelerated" or "forward-gifted" contributions Impact of forward-gifting provision on Lifetime Unified Credit Gifting opportunities after a liquidity event 529 ownership transfer 529 Plans and Trusts Impact of 529 Plans on financial aid.
Please register on our online calendar here in order to have access to this meeting. Our programs are funded by The Friends of the Library - thanks for your support! The Somers Library ~ 914-232-5717 ~ www.somerslibrary.org