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Event Calendar

When: Tuesday, January 12, 2016, 11:30-1:00

Where: The Georgian Club, 100 Galleria Parkway, Suite 1700, Atlanta, GA 30339, 770-952-6000

Topic: Estate Planning Basics

Have you Created an Estate Plan for Your Family?

An estate plans is a map of how you’d want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s financial needs will be addressed and that your personal wishes will be carried out in the manner you intend. We believe it’s a critical part of your overall financial plan.

In this seminar on Estate Planning Basics, you’ll learn:

  • Why you need an estate plan
  • Strategies to plan for incapacity, including special health care directives
  • Wills, trusts, and life insurance
  • Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

You will also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.