You didn't get where you are today by missing out on exceptional opportunities.
Recent tax changes have created
a unique opportunity to transfer
significant wealth to your heirs
– tax free.
Carol Kroch, Head of Wealth and
Financial Planning, shares her
insights on why you need to act now
– and how to do it most effectively.
View the video below:
Recent tax changes have created
a unique opportunity to transfer
significant wealth to your heirs
– tax free.
Carol Kroch, Head of Wealth and
Financial Planning, shares her
insights on why you need to act now
– and how to do it most effectively.
View the video below:
This video was recorded in January 2012.
Contact Us
For more information contact Kemp Stickney,
Chief Fiduciary Officer at 302 651-1693
or visit our contact page.
For more information contact Kemp Stickney,
Chief Fiduciary Officer at 302 651-1693
or visit our contact page.
About Carol Kroch
Carol is responsible for oversight of charitable trusts and for leading a team of attorneys and financial planners that focuses on trust and estate planning, income tax and financial planning, and philanthropic planning for Wealth Advisory Services. She holds a J.D. from Boston College Law School and a bachelor's degree from Wellesley College. Carol is a frequent speaker on trust, estate, and charitable gift planning, and nonprofit governance.
Carol is responsible for oversight of charitable trusts and for leading a team of attorneys and financial planners that focuses on trust and estate planning, income tax and financial planning, and philanthropic planning for Wealth Advisory Services. She holds a J.D. from Boston College Law School and a bachelor's degree from Wellesley College. Carol is a frequent speaker on trust, estate, and charitable gift planning, and nonprofit governance.