Money Smart: Estate Planning Toolbox
Date: Tue. November 13, 2012
Time: 12:00 pm
Location:
Harold Washington Library Center
Video Theater, Lower Level
400 S. State Street
60605
Program: Money Smart
About this event:
Knowing your tools and learning how to use them makes any job easier. The same is true for estate planning. In this workshop, you’ll become familiar with a range of estate planning tools, what they do, and the terminology they use. In addition to wills, trusts, and powers of attorney, we will discuss the role that insurance, titling of property, and gifting can play. Finally, we’ll take a look at how these tools work with our tax system, including estate, income, generation-skipping and gift taxes. Presented by Money Smart Week Partner Karen Chan, CFP, with Karen Chan Financial Education & Consulting, LLC.
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