Client Refresher and General Review of Estate Plan

Dec 5, 2012, 2:00PM to 3:30PM

Location 2150 N 107th St Suite 501
Seattle, WA
Cost Free
Details *Client Only Event*

The end of the year is an appropriate time to review your estate planning. We invite you to come to our offices for a "client refresher" and general review. We will cover:
The importance of having an up-to-date Estate Plan
The structure and operation of your Revocable Living Trust or Will
Funding your Trust and updating your Beneficiary Designations, POD ("Pay on Death") and TOD ("Transfer on Death") instructions.
New ideas and innovations in estate planning since you wrote your own plan
The benefit of gifting in 2012 for larger estates
What's likely to happen with the estate tax in 2013
Venue Law Office Conference Room

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