Tax & Estate Planning: Your Questions Answered in Person

2103 North Loop 1604 East,San Antonio TX 78232

26 August, 2021

Description

The current state of tax planning, what you should do, and preparing for 2022. A night with Firstmark Credit Union & TCG Advisors Presenters: Matt Anderson, CFP, AIF, EA & Chad Harlow Moderator: Devin Turner For many people, the barrier to getting started is knowing how to start. Learn what it means to protect your assets and have a fiduciary advisor on your side as we tackle topics around: • Estate Planning: Where to start, when to update • Wills & Trusts: What’s the difference? • Current and Proposed Tax provisions • The Probate Problem • Special Needs Planning • Tax-Efficient Wealth Transfer Firstmark Credit Union (formerly San Antonio Teachers Credit Union) is a member-owned, locally controlled not-for-profit financial cooperative. It was chartered in 1932, giving it the honor of being the oldest state-chartered credit union in San Antonio, Texas.