July 2015 – Estate Planning
Do you have a will? Are you worried about your creditors? Should you gift or form trusts? Are your children responsible with money? Do you have a guardian named for your children? Are you worried about spend down or long term care? We will be joined by an Estate Attorney for this special seminar dedicated to helping you understand how to protect your assets so that your family can benefit from the best possible planning.
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Understanding Tax Planning and Its Importance for Individuals Reducing Your Taxable Income with Effective Tax Planning How Do I Track the Status of My Tax Refund? What Happens if I Need to Amend My Tax Return? Who Can Help if the IRS Audits Me?