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

 

Lunch & Learn Recording 

 

 

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.  

Download the presentation