APEX Brunch: Estate Planning
Join APEX and Bob Cohen for brunch and a discussion about the top issues everyone should know (and do) for estate planning, including an overview of basic documents, understanding new tax laws, dollar-saving tax & planning tips, how to handle digital assets, and what every family should do before sending a child off to college.
Bob is a long time Beth Or member, who is an attorney and CPA with a practice focused on business, tax and estate matters.
This event is free with advance RSVP to Barbara Murtha by Wednesday, March 6. ($5 at the door)