For some high-level estate planning considerations and information on year-end charitable giving strategies, consider checking out this brief 9-minute webinar. Chris Aiello, Director of Trust and Estate Planning at Atlas, recorded a recap of key points that he discussed at the Atlas Open House on October 19, 2022. For important disclosures please visit https://atlaspwm.com/social-media-disclosure-atlaspwm/
Host:
J. Christopher Aiello
Senior Vice President
Chief Investment Officer at Atlas