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Free Estate Planning Seminar in Stockbridge
Area: Date: Time: Location: Address:
Description Attend this seminar and learn the latest facts about Wills, Trusts, Powers of Attorney and Long Term Care Planning. A catered meal will be served 30 minutes prior to the start of the seminar, so please arrive at 11:30 am. Reservations are requested and seating limited to adults only.
Free Estate Planning Seminar in Stockbridge
Area: Date: Time: Location: Address:
Description Attend this seminar and learn the latest facts about Wills, Trusts, Powers of Attorney and Long Term Care Planning. A catered meal will be served 30 minutes prior to the start of the seminar, so please arrive at 6:30 pm. Reservations are requested and seating limited to adults only.
Free Estate Planning Seminar in Stockbridge
Area: Date: Time: Location: Address:
Description Attend this seminar and learn the latest facts about Wills, Trusts, Powers of Attorney and Long Term Care Planning. A catered meal will be served 30 minutes prior to the start of the seminar, so please arrive at 11:30 am. Reservations are requested and seating limited to adults only.
Free Estate Planning Seminar in Stockbridge
Area: Date: Time: Location: Address:
Description Attend this seminar and learn the latest facts about Wills, Trusts, Powers of Attorney and Long Term Care Planning. A catered meal will be served 30 minutes prior to the start of the seminar, so please arrive at 6:30 pm. Reservations are requested and seating limited to adults only.
3 Year Review Client Seminar
Area: Date: Time: Location: Address:
110 Meeting Place Dr.
Description
Most clients tell us that they don’t participate in the review process because nothing has changed. We know, THINGS CHANGE and it’s not “if” but “when ”! There will be changes. When it comes to estate planning, changes occur in many areas such as: 1. Your health; 2. Your financial condition; 3. Your circumstances and preferences; 4. Your family dynamics; 5. New laws; and 6. Our opinion as to what you should do based on all those changes.
As an established estate and elder law firm in Georgia, we take your estate planning seriously and want you to know why your estate plan may need to be updated!
3 Year Review Client Seminar
Area: Date: Time: Location: Address:
110 Meeting Place Dr.
Description
Most clients tell us that they don’t participate in the review process because nothing has changed. We know, THINGS CHANGE and it’s not “if” but “when ”! There will be changes. When it comes to estate planning, changes occur in many areas such as: 1. Your health; 2. Your financial condition; 3. Your circumstances and preferences; 4. Your family dynamics; 5. New laws; and 6. Our opinion as to what you should do based on all those changes.
As an established estate and elder law firm in Georgia, we take your estate planning seriously and want you to know why your estate plan may need to be updated!
Continuing Education for Professionals - Annuities, Life Insurance and Trusts
Area: Date: Time: Location: Address:
Execuserve
Description
Agenda
1. Annuities –
a. Qualified and Non-Qualified Annuities
b. Income Taxation of Non Qualified Annuities
· Distributions at Death
· After Annuity Start Date
· Before Annuity Start Date
· Exceptions to the Five Year Rule
· Spousal Exception
· Potential Malpractice Issues
2. Life Insurance
a. When Should Trust Be Owner and/or Beneficiary of Life Insurance?
· Malpractice Issues
· Tax allocation Clauses
· Unintended Gifts
3. Trusts
a. Funding the Under-Funded Family Trust
b. Using Family Trust to Purchase Life Insurance on Surviving Spouse
c. Malpractice issue
Approved for 2.0 continuing education hours for CLE (Attorneys) and CPE (CPAs)
3 Year Review Client Seminar
Area: Date: Time: Location: Address:
Description
Most clients tell us that they don’t participate in the review process because nothing has changed. We know, THINGS CHANGE and it’s not “if” but “when ”! There will be changes. When it comes to estate planning, changes occur in many areas such as: 1. Your health; 2. Your financial condition; 3. Your circumstances and preferences; 4. Your family dynamics; 5. New laws; and 6. Our opinion as to what you should do based on all those changes.
As an established estate and elder law firm in Georgia, we take your estate planning seriously and want you to know why your estate plan may need to be updated!
3 Year Review Client Seminar
Area: Date: Time: Location: Address:
Description
Most clients tell us that they don’t participate in the review process because nothing has changed. We know, THINGS CHANGE and it’s not “if” but “when ”! There will be changes. When it comes to estate planning, changes occur in many areas such as: 1. Your health; 2. Your financial condition; 3. Your circumstances and preferences; 4. Your family dynamics; 5. New laws; and 6. Our opinion as to what you should do based on all those changes.
As an established estate and elder law firm in Georgia, we take your estate planning seriously and want you to know why your estate plan may need to be updated!
