The Future Direction of Estate Planning (The Woodlands)

Date: August 28, 2018
Time: 12:00 am - 12:00 am
Location: Hyatt Place, 1909 Research Forest Dr., The Woodlands, Texas 77380
Estate Planning

Sol S. Reifer will present at this education event hosted by Money Matters with Ken Moraif.
Recently estate planning has changed under the tax bill known informally as the Tax Cuts and Jobs Act(the “Act”), which was signed into law on December 22, 2017. With this change the Act doubles the estate tax exemptions to$11.2 Million per taxpayer and offers us an unexpected “window of opportunity” to shift significant wealth off the balance sheet tax free. The Act is the
biggest tax overhaul in more than 30 years!  In this informative seminar, we will:

  • Explore document updates
  • Discuss post mortem planning
  • Plan revisions
  • Learn how to navigate the recent changes to the tax law

For more information and to register: http://bit.ly/EstatePlanning-Event

Locations

Houston

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

Dallas

16000 North Dallas Parkway
Suite 350
Dallas, Texas 75248
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

Cincinnati

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