Have you been meaning to get a Living Trust in place for your family, but been procrastinating because you don’t even know where to begin? Would you like to find out how to minimize tax dollars going to the IRS while maximizing what stays with your loved ones? If something happened to you and/or your spouse, would your heirs know what to do? Are you 100% certain that your wealth is protected as best as possible? “YOU NEED ANSWERS”…and now we’re providing them!
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On Thursday, December 4th, find out what you should be doing to protect your family and wealth from the hands our tax-hungry IRS and other creditors. At this meeting, you will participate in an open discussion with Phil Roitman—a local Estate Planning and Tax Attorney –as he explains in everyday language what you can or should be doing to protect your assets. Melinda Thompson—an Enrolled Agent versed in tax law—will be available to answer and provide tax advice regarding certain techniques for minimizing what you legally have to pay the IRS.
Bring your spouse, bring your parents, or come alone. Be ready to learn how the law can help you accomplish your family goals!
–If interested, please respond no later than December 1st 2014—
–Seats will be limited–
–Call (818) 249-4984 to Reserve your seat—
December 4, 2014
7:30PM – 9:00PM
La Crescenta Library
2809 Foothill Blvd.
La Crescenta, CA 91214