This complementary download outlines some theoretical estate planning gift giving strategies, serving as an accompaniment to our live ‘Science of Gift Giving’ Webinar from February 7th, 2012. Click Here to View (Right click the above link and select ‘save as’ to download for future reference.) These materials are free to download for all attendees, and […]
Yearly Archives: 2012
The written material’s for Ted Perkin’s ‘Tax News Update’ Webinar (February 3rd, 2012) are now available… Click Here to View (Right click the above link and select ‘save as’ to download for future reference.) These materials are free to download for all attendees, and also those simply interested in reviewing some of the material covered […]
Join us for a live webinar on Tuesday, February 7th at 12:30PM EST, as firm-partner Ted Perkins outlines the science behind gift giving after the tax relief act. Some of the topics covered during this estate planning update include: How the Tax Relief Act may affect the estate planning objectives of the client. The gift-giving […]
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