ESTATE PLANNING COUNCIL OF NAPLES, INC.

Come to our joint meeting with the Community Foundation for our May Speaker's Meeting with the topic: 

Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives

Topics of Discussion:

I. "Retirement Assets for First and Second Marriages: Let the Fun Begin"

II. "Income Tax Savings with Charitable Bequests: IRD and Income-based Bequests"

III. “So, You Wanna Be a Philanthropist?”