Estate Planning 101

Zoom Meeting GA
Virtual Event Virtual Event

Join Neeli Shah, JD, LLM (Estate, Business Succession, and Charitable Planning Attorney) and Patrick Norris, ESQ (Family, Small Business, and Tax Planning Attorney) for Estate Planning 101. We’ll share the documents everyone needs and give you the tools to get started.

Free

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

Virtual Event Virtual Event

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.   

Free