LEARN THE BEST METHODS TO DESIGNATE YOUR IRA TO YOUR HEIRS!
The Estate Planning Committee is pleased to present its second ZOOMHAPPY HOUR EVENING RECEPTION ON TUESDAY, MARCH 9 AT 5PM. Alvin Blitz, Esq. will discuss what you should know when designating your IRA to your family or charity. Alvin will review the tax implications of designating your IRA to your heirs or charity and review the best methods more maximizing the amount your heirs can inherit. He will also discuss the Income for Life Trust through the Episcopal Church Foundation and why it might be just the ticket for your heirs. So join us with your favorite libation or non-alcoholic drink for an informative discussion on how designate your IRA to minimize taxes and maximize what your heirs can receive from your IRA. They will remember you more fondly for it.
Look for the Zoom Link through EMAIL this afternoon!