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Client Refresher and General Review of Estate Plan
Dec 6, 2012, 7:00PM to 8:30PM
| Location | 2150 N 107th St Suite 501 Washington |
| 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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