PINELLAS COUNTY ESTATE PLANNING COUNCIL, INC.

Women’s greater longevity has significant implications for tax planning,especially in the areas of estate, gift, and retirement planning. The fact that women, on average, outlive men means that they are more likely to be the surviving spouse, to inherit assets, and to be responsible for managing and distributing family wealth in later years. This demographic reality creates both challenges and opportunities that should be addressed through careful tax and estate planning.

Come learn more about women in estate planning. Don't miss this panel presentation!

Meet your panel!

Ann Paxton, CPA, ABV, MBA

PDR CPAs + Advisors

S. Noel White, Esq.

Attorney at Law

Sylvia Noel White, P.A.

Susan Washburn, CFP®, CeFT®, JD

Principal, Senior Financial Planner

Provise Management Group

Sheila Kinman, CAP

SVP, Philanthropy

Community Foundation Tampa Bay

Meet your Moderator!

Kit Van Pelt, Esquire

Older Lundy Koch & Martino

Thank you to our sponsors: