Preserving Wealth for Your Heirs
Earl Kishida and Kimberly Shooter
Wed Jan 24, 12-01:00pm, 32-141
Enrollment limited: advance sign up required (see contact below)
Signup by: 17-Jan-2007
Limited to 50 participants.
Single session event
The saying, "An ounce of prevention is worth a pound of cure" certainly applies when it comes to your estate. Without proper planning, your estate may be settled in ways you did not intend. By using proven strategies, you can help ensure that your heirs will inherit more of your property, cash, investments, savings, and business interests. During this seminar you'll learn about:
•Calculating the value of your estate •Benefits of estate conservation •Probate and how to avoid it •Estimating your tax liability •Strategies to help reduce estate taxes •Estate distribution techniques including wills and trusts
Contact: Maria Connelly, NE48, x3-3579, mariac@mit.edu
Sponsor: MIT Federal Credit Union
Latest update: 08-Nov-2006
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