Date: Monday, March 24, 2014
Topic: Getting Your Ducks in a Row
Speaker: Garrett Anderson, Esq., The Hughes Law Firm
How we title and hold assets, and how our wills and trusts are constructed, can make a huge difference in what goes to the people and causes we favor. One size does not fit all! If we don’t set things up properly, it’s like donating a huge chunk of our hard-gotten gains to Uncle Sam. Preventing this takes planning, and in some cases periodic action, while there is still time. This presentation will focus on the necessary prudent steps for preservation and maximization of your assets; getting your ducks in a row.