Fundamentals of Estate Planning

Date: February 12, 2018

Location: Chapter 981 of the National Active Retired Federal Employees

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.

Locations

Houston

9 Greenway Plaza, Ste. 1000
Houston, Texas 77046
Phone: 713.651.0111
Fax: 713.651.0220
Toll Free: 800.535.2701

Dallas

14755 Preston Road
Suite 600
Dallas, Texas 75254
Phone: 972.788.1600
Fax: 972.702.0662

Austin

Terrace 2
2700 Via Fortuna, Suite 350
Austin, Texas 78746
Phone: 512.469.7987
Fax: 512.469.9408
Toll Free: 855.679.6763

San Antonio

1020 Northeast Loop 410, Ste. 800
San Antonio, Texas 78209
Phone: 210.224.7098
Fax: 210.212.5698
Toll Free: 800.862.5079

New Orleans

365 Canal Street, Ste. 800
New Orleans, Louisiana 70130
Phone: 504.299.3070
Fax: 504.299.3071
Toll Free: 888.435.8214

Cincinnati

PNC Center
201 E. 5th Street, Suite 1810
Cincinnati, OH 45202
Phone: 513.830.0261
Fax: 513.672.0381