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Estate Planning: Making the Most of Your Plan


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This year has prompted people to take a closer look at their financial future, especially their estate plan. Whether you need information on basic planning, tax filing assistance, or how the upcoming election will impact your plan, guidance is what everyone needs during these unique times.

Join us on Thursday, September 17th for a FREE webinar where several business advisors will share their estate planning expertise. Karin Veatch, Wealth Advisor with JP Morgan, will review basic estate planning, irrevocable trusts including gift techniques and pre-transaction planning for business owners. Additionally, Lisa Riccardi, Shareholder at VonLehman CPA & Advisory Firm, will do a deep dive on tax minimization, tax filings, and what to do with your filing paperwork. Each will be available to answer your questions and help reduce the stress in your planning.

Learning Objectives

• Basic estate planning techniques

• Tax filings and how to navigate the paperwork

• Details of the upcoming election as it pertains to planning

Lisa Riccardi joined VonLehman & Company, Inc. in December 2013. Prior to joining the firm, she had thirteen years of tax experience with a Big 4 accounting firm. She has continued her professional development by attending courses sponsored by various National and State societies in several areas of expertise. Lisa specializes in income tax compliance and planning for high net worth individuals, trusts, closely-held businesses and retirees. She has experience in developing financial plans, including retirement, estate, trust, and educational planning. She also has experience working with company executives, stock options, and deferred compensation plans.

Karin Veatch joined the J.P. Morgan Private Bank as a Wealth Advisor in 2008. Karin’s expertise encompasses U.S. wealth transfer and charitable giving strategies. She works with clients of the firm’s Private Bank and their advisors to develop and implement estate planning and wealth transfer solutions for those clients and their families. Karin is an attorney admitted to practice in Indiana and Ohio. Before joining J.P. Morgan, Karin practiced law for 12 years at a firm in Indianapolis, specializing in trusts and estates.