Estate Planning Considerations for Life
It's a new year with new rules for income tax and estate, gift,
and generation skipping taxes:
Presented by
Paul Samuels, J.D., LLM, CLU, ChFC
Director of Advanced Strategies from Ameriprise Financial
During this complimentary seminar, you'll learn:
How to ensure your assets and money goes to your loved ones and not the government
Business Continuity Planning
Why having a will is not enough
How a living trust assist is avoiding probate
How to use estate and gift tax laws to work in your favor
Please plan to attend this informative seminar where
DINNER WILL BE SERVED
SEMINAR: DATE: WEDNESDAY MAY 21ST, 2014, TIME: 6:30
EAGLES NEST RESTAURANT & BANQUET
5660 ORANGEWOOD AVE, CYPRESS, CA 90630