Broker Check
25 Oct
Estate Planning & Trusts


What is your "Core" Capital and "Excess" Capital? 

Baker Wealth management presenting with our partners at BNY Mellon will discuss general estate planning and wealth transfer strategies. Understanding certain tax efficient ways to help facilitate the move of your assets including highly appreciated real estate and/or businesses can be critical to protecting families at risk wealth while you are still healthy and able.  Our focus will center on the importance of using a trust-based planning and gifting strategy to help transfer wealth to your loved ones and heirs.  

Please join us and be ready to jump in with your questions.

Baker Wealth Management and BNY Mellon Wealth Management are not affiliated.

Date and Time

Wed, Oct 25, 2023

4:30p - 5:30p EST


Baker Wealth Management (Webinar)


Featured Guest Speaker: Karen Kurtz Harvey, Senior Wealth Strategist, J.D., LL.M and Cory B. Suter, Associate Wealth Strategist at BNY Mellon Wealth Management.


Event Registration