Wills and Trusts: Tales from the Trenches

John R. Tregenza
Director, Client Development
Bell Investment Advisors

Guest Speaker:
Dewey Watson
Estate Planning Attorney
Tierney Watson & Healy

Join us for a discussion on a critical part of your portfolio: wills and trusts. Gain valuable insight from real life situations surrounding this important topic including the following:

  • The need for a living trust vs. a will
  • The future of estate and gift taxes
  • How to plan for elder care

There will be an opportunity to have your questions answered at the end of the presentation.

To view the video of this webinar click here.

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