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Free Webinar: Estate Planning Opportunities Not to Miss in 2012


A once-in-a-lifetime opportunity exists through year end.  Are you prepared to capture this opportunity? 

We urge ALL our clients to attend this free informative webinar offered by estateplanning.com to gain a deeper understanding of why you need to immediately leverage certain wealth transfer strategies that will not likely be available in the future.

Join Estateplanning.com on Friday, Nov. 16, 2012  •  2:00-3:00 p.m., ET and gain valuable insight on:

  • What you can expect following the outcome of the November 6 elections.
  • Strategies to use if you expect the $5 million exemption to decrease, including Spousal Access Trusts and Family Bank Trusts.
  • Techniques for gifting your residence at a discount: Qualified Personal Residence Trusts and sales to Intentionally Defective Grantor Trusts (IDGTs)
  • Using Family Holding Companies to reduce taxes, protect assets, and retain control when passing your business to your loved ones.
  • Looking ahead to 2013 and the increased use of Irrevocable Life Insurance Trusts ― the “Swiss Army Knife” of estate planning.

The current estate planning and tax laws have created a number of opportunities for you to transfer significant amounts of wealth before the end of 2012. Secure your participation by registering here.

Call 856 770 2744 or complete the Contact us form

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