Events

The Future Direction Of Estate Planning: 2018

Date: February 22, 2018

Time: 7 p.m. - 9 p.m.

Location: Money Matters Headquarters

You may be aware that Estate planning has changed once again under the tax bill known informally as the Tax Cuts and Jobs Act (the “Act”), which was signed into law on December 22, 2017.  But did you know that 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. Your estate documents will require updates and decedent’s dying unexpectedly with old estate planning documents will undoubtedly cause issues and complications that will need to be solved, including post-mortem planning.  In this informative seminar, and we will explore document updates, plan revisions, and more that you should consider in light of the recent tax law changes.

Speaker: Sol Reifer

Money Matters Headquarters
2820 Dallas Parkway
Plano, Texas 75093

The Future Direction Of Estate Planning: 2018

Date: February 24, 2018

Time: 1 p.m. - 3 p.m.

Location: Money Matters Headquarters

You may be aware that Estate planning has changed once again under the tax bill known informally as the Tax Cuts and Jobs Act (the “Act”), which was signed into law on December 22, 2017.  But did you know that 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. Your estate documents will require updates and decedent’s dying unexpectedly with old estate planning documents will undoubtedly cause issues and complications that will need to be solved, including post-mortem planning.  In this informative seminar, and we will explore document updates, plan revisions, and more that you should consider in light of the recent tax law changes.

Speaker: Sol Reifer

Money Matters Headquarters
2820 Dallas Parkway
Plano, Texas 75093


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