2018 Greenwich Client Estate Planning Update and Reception

On Wednesday, October 3, 2018, Cummings & Lockwood’s Greenwich Private Clients Group held its 2018 Estate Planning Update and Reception, at the Greenwich Country Club in Greenwich, Connecticut from 4:00 - 6:30 p.m.  Over 100 clients attended the event.

This year’s program focused on estate planning changes during the different cycles of life and included the following topics:

• Tax Update after The Tax Cuts and Jobs Act of 2017
• Planning for Those in Their Earlier Years
• Planning When Circumstances Change
• Planning When You Have Enough and Are Ready to Gift
• Downsizing from Your Home
• Planning for Later in Life

Speakers included:  Laura Beck, Cort Delany, Dan Fitzgerald, Jessie Gilbert, Susan Huffard, Kathleen Merrigan and Doug Olin.