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Advanced Estate Planning Concepts




Advanced Estate Planning Concepts

Tuesday, June 20, 2017

6:30p - 7:30p CST

Classroom at Regent Financial Services

Classroom at Regent Financial Services

7134 S. Yale Ave
Suite 700
Tulsa, OK 74136
View on Map Website
2017-06-20T18:30:00.0000000
2017-06-20T19:30:00.0000000
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Organizer:

Regent Financial Services Kelley@RegentFS.com

Presenter:

Gary M. Stanislawski, CFP®

Virtually everyone needs a basic estate plan, but many people need to go beyond the basics. Advanced estate planning concepts can benefit any individual who has special concerns. We will discuss minimizing transfer taxes, equalizing the spouses' estates, and optimizing the marital deduction. We will also discuss a few reasons you may need to go beyond the basics:

  • You own a family business or farm
  • Your spouse would be unable to handle personal or financial affairs on their own
  • You want to provide for grandchildren and/or later generations
  • You have property in more than one state
  • You have other complex or special issues

Also, you'll receive a free workbook. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

Please feel free to bring a guest!
Refreshments and light snacks will be provided.
Seating is limited, so please RSVP: www.RegentFS.com/Events or 918-493-4190


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