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Estate Planning Forecast: The Perfect Storm

December 7, 2011
10:30 - 11:30 a.m. (CST)
Webinar

Click here to hear a recording of the presentation.

Click here to download a pdf version of the presentation.

The "perfect storm" for estate planning opportunities is forecasted through December 31, 2012. 　Learn how the following key elements can be used effectively:

  • Low interest rates
  • Depressed values
  • Available discounts
  • Generous estate and gift exemptions
  • Low tax rates
  • Financial market opportunities
  • Risk assessment
  • Repositioning
  • Loss harvesting
  • Capital gains
  • Life insurance reviews
  • Beneficiary designations
  • Policy illustrations
  • Trust evaluations
  • Wealth replacement

Presenters:
Anita Hamilton, CPA, Partner
Stan P. Purvis, CPA, CFP, Partner
Maureen H. Scott, CPA, Director

For more information about registration, contact Leslie Petro at 601.326.1223 or leslie.petro@horne-llp.com.

 

 



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