The Estate and Gift Tax laws are scheduled to dramatically change on January 1, 2013 unless Congress acts. Many advisors are recommending that clients make plans now to take advantage of a special and historic opportunity. However, with all planning opportunities, there are cons as well as pros.
To learn about the changes in the Estate and Gift taxes and the advantages and disadvantages of planning now, attend our free live seminar entitled, "Opportunities and Clawbacks – Taking Advantage of the Once-in-a-Lifetime 2012 Estate / Gift Tax Rules."
The seminar will be held on Saturday, October 27, 2012 from 10:00 am to 11:30 am at 700 Jewell Avenue, Pacific Grove. Local attorney Kyle A. Krasa will be presenting. There will also be a Certified Public Accountant and a Financial Advisor on hand to answer all of your questions.
Who should attend: those with estate planning, those without estate planning, and professional advisors with clients who might benefit from this historic planning opportunity.
The seminar is free and complimentary refreshments will be served.
Please RSVP to KRASA LAW at 831-920-0205.