Estate Planning Workshop At Calvary Lutheran

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Calvary Lutheran Church is partnering with Thrivent to present an estate planning seminar on Thursday, June 13 at 7 p.m. in Kavasch Hall. The speakers are William O’Doherty and Cooper Degregorio. They will cover:

  • Essential estate preservation documents you should have
  • The purpose of a will
  • Estate taxes and annual gifting limits
  • The probate process
  • Advantages of naming beneficiaries on your accounts.
  • The SECURE Act 2.0 and how it impacts your family
  • Concerns about how to protect your assets
  • Long-term care: Costs and options
  • Effects of income taxation upon death

Q&A will follow. Light refreshments will be served. Calvary Lutheran is located at 23 South Prospect Street, just off Bloomfield Avenue near the center of Verona. All are welcome!

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