Where will we be and when?
|Event Name:||Rhode Island Higher Educational Institutions Retirement Readiness Conference|
|Event Time:||Starts: 1:45 PM Finishes: 2:45 PM|
Estate Planning: Estate Documents Everyone Should Have: David K. Carboni, Ph.D., CFP will cover special legal considerations of retirement. Topics covered will include estate planning issues such as the importance of an up-to-date will and de-mystifying" the probate process"; estate tax planning and the selective use of trusts; the importance of Advance Directives; up to date legal documents everyone should have; legal domicile; coordinating your beneficiary designations and how your other property is owned; and Stretch IRAs.