Elder Care Planning
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February 3, 2017
Tax Planning
Tax Planning Strategies Under the New Administration
February 3, 2017

The Three Doors to Estate Planning

$25.00

This workshop will explore the 3 doors to estate planning: family; charity; and the IRS.  It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning).  We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out the benefit to the IRS.

This workshop will explore the 3 doors to estate planning: family; charity; and the IRS.  It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning).  We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out the benefit to the IRS.