Presenter: Sol Reifer
Did you know that everyone has an “estate” and everyone has an “estate plan?” It’s either lawyer drafted or as mandated by the State of Texas. If you don’t want to default to the State mandated rules of who inherits, when they inherit and what they inherit, then you have to design your own plan. Doing an estate plan is the most important legal document you will ever execute. In this informative seminar, we will discuss how to design an estate plan to maximize the preservation, accumulation and distribution of wealth between the generations in the most cost efficient manner while balancing the needs of the family with the tax laws.