Year-End Estate Planning and Charitable Tips for 2021 and Beyond

Lunch & Learn Recording 

Harrison Miller

Neeli Shah

Please join Harrison Miller, CAP, Vice President and Charitable Planning Consultant at Fidelity Charitable, and Neeli Shah, JD, LLM, Estate, Business Succession, and Charitable Planning Attorney, for a timely discussion on Estate and Charitable Planning Strategies with an eye toward the proposed tax law changes from the Biden Administration.  

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