Did you know The Loeys-Dietz Foundation (a division of the Marfan Foundation) offers planned giving, which provides long-lasting support for the Foundation and financial benefits for you, the donor? Estate planning is not just for millionaires. You're never too young or old to start planning!
Be sure to join estate planning professionals Alice Leopold and Amy J. Guss to learn everything you need to know and get your questions answered. Learn the importance of having a will and the various financial and legal tools that are available to help you and your beneficiaries avoid unnecessary taxes.
Speakers
Amy J. Guss is chair of the Private Client Services Practice Group at Duane Morris. Amy practices in the areas of taxation and trusts and estates. She represents individuals in various matters, including income, gift, estate, and generation-skipping transfer tax matters and the drafting of wills and trust agreements.
Alice Leopold is an Executive Director-Investments | Financial Advisor at Oppenheimer and Company.
Alice's practice involves expanded wealth management strategies for asset accumulation, wealth preservation, and legacy planning. Incorporated into these are the disciplines of goal-setting, asset allocation, liability management, tax minimization, estate planning and trust services