Thanks and Giving, Part 2
Join Alyssa McNamara Reed, CFP®, along with her husband Kirk Reed for a discussion about Thanks and Giving. Topics include:
Inheriting Non-Qualified Assets
Inheriting Qualified Assets
Leaving a Legacy
Asset Protection & Charitable Giving
Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
Kirk B. Reed, CFP® is a financial planner with passion for client service and the intersection of golf and finances. Kirk works with beneficiaries of estates, widows, golfers, and pre-retirees.
To schedule a visit with the team at McNamara Financial, be sure to visit:
https://mcnamarafinancial.com/contact
McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
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http://mcnamarafinancial.com/