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DATE / TIME EVENTS / INDUSTRY LOCATION
May 09, 2013-
May 09, 2013
09:00AM - 10:30AM
Congress finally made up its mind. What’s the impact on YOUR Estate Plan?
Estate Planning Update
Marin,
Corte Madera
Event Description
At this Estate Planning Update seminar you will learn the latest and be able to ask questions.
 
With the passage of the American Taxpayer Relief Act in January, Congress made up its mind about several widely debated Estate tax issues. Seminar speaker Jessica Garrett Swanson, Esq., is a trust & estate attorney and taxation specialist. She will discuss changes in estate rules and tax laws to help you decide whether you need to update your estate plan documents. Speaker Leslie Miller, MBA and financial advisor, will speak about trust implementation.
 
This seminar will offer helpful tips for wealth preservation, charitable giving, divestment strategies and successful implementation of your trusts.
 
Space is limited and reservations are required. Please call Sheri at 415-924-1091 or email Sheri@FinancialConnections.com
 
Here is a link to a flyer describing this event: http://www.FinancialConnections.com/docs/EstatePlanning.pdf
Fee: $0.00

Contact Information
Name: Sheri remail     Email: Sheri@FinancialConnections.com
Phone: 415-924-1091

 

 

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