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Workshops > Personal Finances

Passing Assets to the Next Generation   

How will your hard-earned assets be passed to the next generation, and will Uncle Sam take a big bite out of your savings before the beneficiary receives them? We will cover how different assets are passed along and the tax implications behind each asset. We will learn strategies to pass the assets along and whether you need a Will or Trust and how do you stay out of Probate.

 

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If you have any questions, please email us at cce.information@icc.edu.

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