As the holiday season
of giving is upon us, we update our list of recipients. It is not
unlike our lifetime financial plan of current gift recipients and our
estate plan which lists our final gifts. We will explore the options you
have to lower your taxable estate, caring for loved ones during your
life and after, and how best to get tangible personal items and assets
to your loved ones. Sponsored by Crews Bank and Trust. Free to the public. This class may contain promotional materials.