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Estate Planning II 07/23/2021

Date: Friday, July 23, 2021
Time: 1:00 PM
Location: Zoom Webinar

Join us online for the second part of the discussion on Estate Planning on Friday, July 23, 2021, at 1:00 PM. Learn about Estate and gift taxes, annual gifting limits, tax saving and deferral techniques and much more.

Topics for discussion will include:

  • Gift Tax Planning for G-4 Visa holders and Permanent Residents
  • Federal and State Estate taxes and tax rates
  • Annual Gifting limits
  • Pitfalls for surviving spouses
  • Tax Saving and Deferral techniques through Bypass and Qualified Domestic Trusts

Register Now

* External speaker(s) are invited to present at Financial Seminars by Bank-Fund Staff Federal Credit Union (BFSFCU). BFSFCU receives no compensation. BFSFCU does not endorse, recommend, or favor any views expressed, or products or services offered by these presenters. Any views or opinions expressed, materials or information provided are solely those of the speaker and provided for informational purposes only. BFSFCU does not provide tax, legal or investment advice. Your situation may vary, please consult your own advisor.