Mar 7, 2011

Estate Tax Changes: Free Seminar Tomorrow


Estate Tax Changes: What It Means For You and Your Family will be the topic at my seminar tomorrow. The event is free so plan to attend and hear about the following:
  • Understand the key provisions of the new law.
  • Why if you’re married, your Credit Shelter Trust may no longer be your best estate planning choice.
  • Enhanced gifting opportunities under the new law, and why you should take advantage of them sooner rather than later.
  • The other factors that are just as—and maybe more important –than estate tax when you are planning your estate.
The event will be held at the North Palm Beach Library, Tuesday, March 8 at 2p.m. The library is located at 303 Anchorage Drive, North Palm Beach, FL  33408.

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