Leaving the Most to Those Who Mean the Most

Planning ahead can give you greater control, privacy, and security of your legacy. Regardless of your income, estate planning, or defining how your savings and other assets will be divided, is a vital part of your financial plan.

A big part of maximizing what you leave behind is minimizing taxes. Federal taxes on gifts and estates can be among the highest assessed on any financial transaction. In addition, some states levy their own estate or inheritance taxes.

To help you develop or refine your estate plan, CHI has teamed up with Fidelity to offer a special Web workshop: Preserving Your Savings for Future Generations—and you’re invited to attend. By the end of the session, you’ll have important information on the components of an estate plan, including information on wills, power of attorney, healthcare proxies, the importance of gifting and insurance replacement strategies.

Click here to register for this Web workshop being offered to CHI employees only on November 8 or November 14. Together, we’ll help you prepare for a more financially secure retirement.