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June 2011

Wills and Trusts: Tales from the Trenches

John R. Tregenza
Director, Client Development
Bell Investment Advisors

Guest Speaker:
Dewey Watson
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

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