Montshire: Estate Planning: Children, Charities, and Conversations

A free Legacy Planning Seminar sponsored by Montshire Museum and Vermont PBS

Certified Financial Planners™ David Otto and Susan Otto Goodell of the firm Otto and Associates, Inc., of Norwich, VT, will discuss:

·   the importance of open communication within families relating to charitable giving;
·   considering life-time gifts and how they affect your financial plan;
·   the many ways to give to charities and how to involve your children;
·   making gifts after death through wills or trusts.

Questions will be encouraged.