Estate and Charitable Gift Seminar

Estate and Charitable Gift Seminar

GAIN AN UNDERSTANDING OF THE NEW TAX LAWS & ESSENTIAL ESTATE PLANNING NEEDED IN TODAY’S TROUBLED ENVIRONMENT

The New Tax Law is the most massive tax change for estate and charitable gift planning in three decades. It touches every person and every financial and estate plan. The Act rewrites the rules and requires important changes to personal financial and estate plans.

 

This seminar explains dramatic new planning opportunities that should be considered in today’s troubled environment, including the updated law and explanations of strategies that you can use to protect your wealth for the people you love and for your charitable interests. For many people, the income tax is the new estate tax. A review of your estate plan is needed to be certain that it saves as much income tax as possible for your children, grandchildren, and other beneficiaries.

Information will be provided for the new tax laws, Wills and Revocable Trusts, Individual Retirement Accounts, Vanishing Tax Exemption, and Charitable Gift Plans.

This Seminar also explains new strategies that you will want to consider to provide in the best possible way for your charitable interests.  If you have already included your charitable interests in your estate plan, you will want to consider new possibilities that will improve your charitable bequests for your charitable interests.

Join us on July 22 for this important presentation.


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