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Food For Thought Educational Seminars – Family Gifting and Strategies
April 3, 2017 @ 4:00 pm - 5:00 pm
Lifetime gifts to family members can be a very effective technique to remove property from an estate before death. A properly structured program of gift giving to one’s children or grandchildren can result in the minimization of estate and income taxes. It can also be useful for achieving a significant degree of protection from lawsuits. Thanks to the Tax Reform Act of 2010, giving to family members has never been easier. this seminar will look at ways to make gifts to family members that you may want to consider as part of your tax-efficient family gifting strategy. Our presenter will be Mike Helveston, CFP, CRPC of Rodgers and Associates.
Presented by: Rodgers and Associates
Seminar will be held at 4 p.m. in Stiegel Dining Room of Town Square North.
Please reserve your spot for this informative session by contacting Jean Bednarski, Director of Community Advancement at 664-6218.