The Chamberlin Presents: The Use of Trusts in Estate Planning
Thursday, June 9, 2016
The Chesapeake Dining Room, The Chamberlin
From 2:00 to 3:00
Protecting your family’s assets as they move from one generation to the next can be a complicated process. Pitfalls abound. If not done correctly, significant complications can occur. Tax laws change. Family dynamics may change as well. Are you comfortable with how your money will flow to the next generation when you cross the finish line? Will your assets have to go through a long and drawn out probate period? Are you using the most tax efficient method to transfer these assets? Get answers to these questions and much more at this seminar.
Light Refreshments will be served.
All are welcome, call 637-7203 with questions about the event.
About our Presenter
As a Vice President and PNC Wealth Management Relationship Strategist, Pace Frizzell serves as the primary contact for her clients. As an experienced financial professional, Pace looks at each client’s complete financial picture and provides a customized solution designed to best meet their needs, which may include private banking, asset management, trust and/or financial and estate planning services. She works as an integral part of a Wealth Management team that serves clients using a proven team approach. Always striving for high client satisfaction, she stays in touch with her clients throughout their financial journey to help make sure they receive excellent service and the financial solutions they need to help them achieve their financial goals.
A native to the area, Pace graduated from the College of William and Mary and has been serving high net worth families for over 20 years.
Pace has received her Professional Financial Planner designation and also holds a series 7, 6, 66 and Health and Life Insurances licenses.