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Almost everyone has an estate and needs
an estate plan.
Some of the issues addressed in this program are: determining desired
inheritances; alternative ways of transferring assets to others;
the effect of income, estate and gift taxes on an estate; strategies for
overcoming tax liabilities; key questions to answer in the estate
planning process; and assembling an estate planning team. Presented by
Financial Advisor Jason Proper from Waddell & Reed.
Registrations
are required by noon, 2 business days before each seminar. Call us at 664-9405. |
