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Metrowest Bogleheads – Passing Control and Ownership of Your Assets to Others
A member of the Boston Bogleheads, Nick Miller, will cover a series of topics including gifting, asset basis, beneficiary designations, asset titling, durable powers of attorney, wills, revocable living trusts, disclaiming an inheritance and more. Nick retired from a career in software engineering 10 years ago, and is a long-time DIY investor and a Boglehead from back in the Vanguard Diehards forum days. Nick has made many previous Boston Bogleheads presentations.
The presentation will be from 10:30am to 12:30pm, including questions and answers. The room will be open until 1:00pm for those that would like to stay after the presentation to talk informally with other Boston Bogleheads.
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