Baystate Financials PlanWell - Financial Education for Physicians

Virtual via Zoom

Estate Planning

Wednesday, November 1st at 7:15 a.m. or 5:30 p.m.

This workshop covers the basics of estate planning and explores some tax strategies to consider when planning for your estate.

Upon completion, you will:
• Understand the different options available in planning for an estate
• Have an overview of The Tax Cuts and Jobs Act of 2017
• Learn about various federal gift and estate tax reduction strategies

Register HERE