Congress finally made up its mind. What’s the impact on YOUR Estate Plan?

At this Estate Planning Update seminar you will learn the
latest and be able to ask questions.

With the passage of the American Taxpayer Relief Act in January, Congress made up its mind about several widely debated Estate tax issues.  Seminar speaker Jessica Garrett Swanson, Esq., is a trust & estate attorney and taxation specialist. She will discuss changes in estate rules and tax laws to help you decide whether you need to update your estate plan documents.

Speaker Leslie Miller, MBA and financial advisor, will speak about successful trust implementation.

This seminar will offer helpful tips for wealth preservation, charitable giving, divestment strategies and implementation of your trusts.

Space is limited and reservations are required.  Please call Sheri at 415-924-1091 or email Sheri@FinancialConnections.com

Here is a link to a flyer describing this event: http://www.FinancialConnections.com/docs/EstatePlanning.pdf