Is It Time to Review Your Estate Planning Documents?
Evercore Wealth Management, San Francisco
Evercore Wealth Management Partner Judy Moses and Managing Director Kirsten Weisser will host a luncheon and lead a thoughtful – and timely – discussion on estate planning.
For further information on these events, please contact Kirsten Weisser at email@example.com or 415.229.8073.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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