Ep 14: Estate Planning And Charitable Giving by Unified Trust published on 2020-07-08T15:45:45Z In this episode, host and Managing Director of Wealth Management, Kevin Avent, is joined by Fiduciary Investment Advisors Karen McIntyre and Patrick Meyer to discuss how to plan your estate and the importance of giving, especially in these unprecedented times. For more information on estate planning and charitable giving, check out our blogs Top 4 Tips on Estate Planning and Fall Financial Planning. https://www.unifiedtrust.com/blog The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.