Westinghouse SURE is a 501(c)3 non-profit organization. Westinghouse SURE, 641 Braddock Avenue, East Pittsburgh, PA 15112
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Fidelity Investments will be discussing a range of topics including; 1) Understanding of what is included in one’s Estate, 2) Federal Estate & Gift Tax Laws + State Law, 3) SECURE Act Impact, 4)Key Estate Planning Documents, 5) Wealth Transfer Strategies - Bunching for example, 6) Ways to Give, 7) Tax Benefits, 8) QCDs, 9)Determining the best asset to give.