“It’s More Than Your Will” Planning Workshop
Madison Public Library Foundation and Oakwood Foundation offered Madison locals the opportunity to attend a special program.
"It’s More than Your Will – Simple Tips for putting Your Plan in Order"
Melissa Selinger, partner at Selinger & Brunette, LLC, and Steve Brezinski, partner at Axley Brynelson, LLP, shared professional insights regarding the latest in planning for families and charitable gifts.
In addition, attendees learned more about:
- the recent change to IRA laws
- the growing trend of beneficiary and payable-upon-death designations
- updates in the area of charitable gift annuities
- reasons to consider revisiting a revocable trust
- Other estate law updates