Date(s) - March 18, 2015
2:00 pm - 3:30 pm
Learn how to avoid mistakes, simplify your estate plan after the new tax laws, and protect your beneficiaries. You will learn how to protect the inheritances you leave from marital or divorce issues affecting your beneficiaries and protect from creditors. Your beneficiary’s spouses do not have to be your beneficiaries. You will also find out how to protect beneficiaries that are not good with handling finances or receiving governmental benefits. Did you know that your spouse is automatically entitled to a percentage of your estate at your death? Leave your assets to whom you want, the way you want and avoid court administration and costs. Get your questions answered and your planning up to date!
This event is open to CFP, CPAs and other professionals.