Upcoming Workshops
Wells Fargo Advisors, LLC - Orlando Branch:
Attend a Special Estate, Trust, and Asset Protection Forum
The rules for estate planning are very favorable in 2011 and 2012. This two-year window may be a reason to take action now. Congress will need to revisit the estate tax in two years, which may lead a future Congress to limit or remove some tax-saving strategies that are currently sanctioned.
Outlined Topics:
- The Bush Era Tax Cuts Were Extended. What does this mean?
- A Brief History of Confrontation between the Republicans & the Democrats.
- “The Great Compromise”.
- What’s in the New Tax Law?
- The Bush Tax Cuts with regard to income taxes have been extended in full.
- Estate, gift and GST taxes are “re unified” for decedents dying after 2010… All 3 taxes now have a $5 million tax exemption.
- What’s all the talk about “Portability”?
- Problems with Portability.
- What Should You be Doing?
- Some Things to Consider.
When:
- TBA
Please contact Heather Harden, Senior Client Associate at 407-649-6616
Reservations are required.
The views expressed by Steven Kane are his own and not necessarily reflect the opinion of Wells Fargo Advisors or its affiliates. Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in state.
The Offices of Kane and Koltun serves clients throughout Central Florida including the communities of Orlando, Maitland, Winter Park, Windermere, Longwood, Altamonte Springs, Lake Mary, Kissimmee, Sanford, Clermont, Winter Springs, Winter Garden, Mt Dora and in area counties including Orange County, Seminole County, Lake County, Osceola County and Volusia County.
Please feel free to contact the firm if you or a family member is in need of legal assistance with Florida Probate or Estate Administration, Florida Estate Planning, Florida Wills and Trusts and Estates, Florida Asset Protection Strategies, Florida Employee Benefits, Florida Real Estate or Florida Corporate Transactions.
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