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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Who Can Help if the IRS Audits Me? How Long Will It Take to Receive My Tax Refund? What if I Receive a Notice from the IRS After Filing My Taxes? What Are the Tax Consequences of Moving to a Different State? Can You Help Me Understand the Implications of My Financial Decisions on My Taxes?