hear it from WAEPA

Free Webinar: What to Do With an Inheritance?

An inheritance should be all good news, but for too many people it becomes a frustrating expensive experience. Whether you expect an inheritance, plan to leave one or just know you might be called in make decisions for someone else’s estate, this webinar has valuable information for you. 

Join Karen Schaeffer, Certified Financial Planner® and Megan Schaeffer, Estate Planning Attorney to learn how to avoid the pitfalls of estate settlement, minimize taxes and make the most of whatever you inherit.

When: May 19, 2016, 1:30 PM ET

Details
Karen Schaeffer, Certified Financial Planner® and Megan Schaeffer, Estate Planning Attorney, on behalf of the National Institute of Transition Planning, Inc. (NITP), the national leader in Federal Pre-Retirement and Benefits Training since 1984.

In addition to answering your questions, they will address what happens when:

  • There are no documents or the documents are being disputed
  • Minor children or incompetent adults inherit
  • Taxes need to be paid but there is no cash available
  • You want to leave to charity
  • You are not sure how to invest the proceeds of an inheritance

 

 

For More information about WAEPA and our FREE webinars, visit WAEPA's website.

This webinar is sponsored by WAEPA, a nonprofit association serving the health, welfare, and financial well-being of Federal civilian employees since 1943.

Posted in Hear it from WAEPA

Tags: Events, free events, WAEPA, webinars, financial planning

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