Lunch & Learn: How to Protect Your Family's Assets When There is a Death

• What are the most important things you need to know and do when a spouse or loved one passes away?
• What are the most important estate planning issues that you need to know?
• What will be potential sources of income for survivors?
• Do you still need your A/B trust?
• What are the tax advantages of charitable gifts?
• Understanding step-up in cost basis of assets
• Possible changes in estate tax in 2026

Presented by Mark P. Tolan, CFP®, CLTC® 
Private Wealth Advisor Ameriprise Financial Services, LLC 

**Gift Baskets to be raffled**

RSVP required: Call Jillian at (909) 394-0409