06.3.21

Event Recap

The Office of Gift Planning cordially invites you to join us for an informative program Biden Era Estate Planning and Philanthropy. Top tax and estate-planning attorneys Brad Bedingfield and Nancy Dempze will provide an overview of tax planning imperatives. This program will address planned and proposed changes to federal tax rules and how they could affect estate planning and charitable giving. Brad and Nancy will also discuss practical tips for planning options and how to position your finances for possible tax changes in 2021 and beyond.

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