John R. Tregenza
Director, Client Development
Bell Investment Advisors
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.