The Future Direction Of Estate Planning Seminar (Houston)

Date: August 27, 2018

Time: 7:00 PM - 9:00 PM

Location: Crowne Plaza Houston Galleria (7611 Katy Freeway, Houston, TX 77024)

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
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