OLESTATE - Understanding the Benefits of Estate Planning

Course Description

In our seminars, we discuss subjects most of us want to avoid, death, disability, and taxes. Many people don’t give a thought to the certainty of their own death; yet it will happen to each of us. Then what? When you ask most people to summarize their wishes for their estate after they pass, most reply that they: ƒ Want to avoid excessive attorney’s fees, court costs, and delays in passing on their inheritance. ƒ Want to avoid or, at least, minimize the payment of state and federal death taxes; and ƒ Want their estate to be distributed to the people they choose when they choose. Our firm is dedicated to you, and the goal of our seminars is to provide you with current information, never discussed with you before, based on research, studies and our real-life experiences working with families just like yours. Type: Discussion and Lecture.

Notes

Instructor: Myrna Arroyo

Location: St. James Place, Theatre Room