RAA to Offer Another Estate Planning Seminar

Several alumni took advantage of an estate planning seminar immediately following Michael Rich’s talk, where Bill Finestone, an expert in estate planning, provided an overview of how to plan your estate to get the tax benefits you seek.

RAA members Louise and Bob Martin attended. According to Louise, "The seminar was a well-organized overview that was particularly helpful for those who were just beginning the estate-planning process. Likewise, it was a good refresher course for those with existing wills and trusts because it described recent changes in tax laws that might affect existing plans. After the overview, the presenter took questions from attendees, and the documentation distributed was very helpful. It was a unique opportunity for alumni members and I hope more will take advantage of it the next time it’s offered.”

RAND is pleased to offer the next planning seminar on October 29 in Santa Monica. To RSVP or receive additional information, please contact Naveena Ponnusamy, executive director of development, at (310) 393-0411 x6678 or naveena@rand.org.