FREE BREAKFAST INVITATION – YOU’RE INVITED & BRING A FRIEND
Be prepared with good prevention strategies
Elder care and estate planning......
Free Breakfast Seminar July 16th
Effective January 1, 2015, regional rates for calculating transfer penalty periods for 2015 were increased from 2014. The regional rates are:
2014 Federal Estate Tax Exemption: The IRS just announced that the exclusion amount for estates of decedents who die in 2014 is $5,340,000, up from a total of $5,250,000 in 2013.
It's not too late to save your assets or your family member’s assets. Often, there are crisis planning strategies that can save more for your family.