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Webinar panelists

 

Estate & Financial Planning for Life & Legacy

Featuring:
Tom Ellis, CPFA (’98) of Golden Oak Wealth Management

Alexandra Chambers of Farmers & Merchants Trust CompanyJustin Alvarez, Esq. (’97) of the Alvarez Firm
and Paul Blewett, Esq. (’85), Thomas Aquinas College’ director of planned giving.

Topics include:

  • Estate planning and why it matters
  • Alternatives to wills and trusts to meet a present need (and about which most people are unaware!)
  • How to pass on more to your heirs and favorite charities and avoid taxes
  • What legacy giving means to Thomas Aquinas College and you

 

Audio:

 

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