Wendroff & Associates, LLC will be hosting an Estate and Tax Planning Seminar for Families on June 25 from 12 to 1:30pm. The seminar, which will be presented with Ryan A. Brown of the Arlington Law Group, an Arlington business law firm focusing on Business Law, Trusts and Estate Planning, will feature specific estate planning information on 529 Plans, Wills, Trusts and Special Considerations for families and expectant families. This seminar was created to provide an opportunity for families and expectant families to meet with an experienced attorney and CPA to learn more about their estate planning options.
“Estate planning and asset protection is more than writing a will. Done right, estate planning can help you organize your assets to help avoid family strife and prevent a majority of your estate from going to the government,” says Brian Wendroff, Managing Partner for Wendroff & Associates, LLC. “And we feel very fortunate to have the opportunity to host this timely seminar with Ryan, he’s an exceptional estate planning attorney and his presentation is actionable and insightful.”
The Estate Planning for Families Seminar will discuss the following topics:
• What You Need to Know about Probate, Wills and Powers of Attorney
• Overview of Trusts: Testamentary Trusts, Revocable (“Living”) Trusts, Irrevocable Asset Protection Trusts, Irrevocable Life Insurance Trusts
• How to Properly Leverage the Gift Tax and the Generation Skipping Transfer Tax
• 529 Plan College Savings Strategies
• Special Considerations for Families with Children
• Tax Planning Issues to Consider
• Q&A Session
The seminar, set for June 25th from 12 to 1:30pm, will be held at WendroffCPA Offices located at 2300 Ninth Street, South, Suite 305, Arlington. Families with children and expectant families are who would like an opportunity to engage with an Attorney or CPA to discuss Estate and Tax Planning issues are invited to attend. Catering will be provided and seating is limited to 15 participants. To reserve your seat, please contact Darren Wendroff at 703-436-1461 or email firstname.lastname@example.org.