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Estate Planning Basics and More

Thursday, May 04, 2017,
  • Location: Light Hall • 2215 Garland Avenue • Nashville, TN 37232
  • Room: 411

Come hear from Fidelity Investments’ Estate Planning Specialist, Scott Lubar. This seminar will cover the basics of estate planning including: the tax impacts; legal documents; trusts; planning for incapacity; the family conversation; and gifting considerations.