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Estate Planning Basics: A Different Focus

Estate Planning Basics: A Different Focus

Free Estate Planning Seminar—Back by Popular Demand!  
 
Hear a panel of experts help their client, Jonas Clarke XIV, prepare a will and other documents to protect his estate and provide for his heirs. His situation looks remarkably like yours!  
At “Estate Planning Basics: A Different Focus,” you’ll learn about choosing an executor/personal representative, what’s included in an estate and why that matters, minimizing estate taxes, and more. Bring your questions—Mr. Clarke won’t mind!  
Moderator: Mary Hastings, Managing Director—Investments, Certified Financial Planner, AAMS, CRPC  
Panelists:  
• Attorney Patrick McAvoy, LL.M (Taxation)  
• Michael Minchello, Certified Public Accountant  
• Rand Spero, MBA, Certified Financial Planner  
• Attorney Jane Trudeau, LL.M. (Taxation)  
• William Yates, Trust Officer.  
Mark your calendar for October 26, 2014, 3:00 – 4:30 p.m., Cary Memorial Library, Large Meeting Room, 1874 Mass Ave, Lexington. Free and open to the public. Sponsored by the Planned Giving Committee of the Cary Memorial Library Foundation. Reservations for this popular event are highly recommended: 781-862-6288, extension 324, or cmlfoundation@carylibrary.org .

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