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2012 Gifting Opportunities
Documents 2012 Gifting Opportunities

1. GIFTING OPPORTUNITIES FOR 2012 Presented by Robert Le ChevallierATTORNEY AT LAW 2. 2012: The year to make gifts to family members1. The Federal Gift/Estate Tax Exemption…

OLA 1103 T 1008 Preserving Assets for Your Loved Ones.
Documents OLA 1103 T 1008 Preserving Assets for Your Loved Ones.

Slide 1OLA 1103 T 1008 Preserving Assets for Your Loved Ones Slide 2 2 This material was not intended or written to be used, and cannot be used, to avoid penalties imposed…

Presented by: Douglas G. Goldberg, Esq.. 50% to 70% have no plan 50% of those are out of date Baby boomers (Born 1946 to 1964) 48 to 66 years.
Documents Presented by: Douglas G. Goldberg, Esq.. 50% to 70% have no plan 50% of those are out of date ...

Slide 1 Presented by: Douglas G. Goldberg, Esq. Slide 2  50% to 70% have no plan  50% of those are out of date  Baby boomers (Born 1946 to 1964)  48 to 66 years…

Life Crises: How to Achieve Your Financial Goals.
Documents Life Crises: How to Achieve Your Financial Goals.

Slide 1 Life Crises: How to Achieve Your Financial Goals Slide 2 Budget Your Way to Success Use personal finance software List sources of income Identify major expenses oRecord…

Chapter 19. Learning Objectives (1 of 3) Explain why it is important to have a will Distinguish between a will and a letter of last instructions Describe.
Documents Chapter 19. Learning Objectives (1 of 3) Explain why it is important to have a will Distinguish...

Slide 1 Chapter 19 Slide 2 Learning Objectives (1 of 3) Explain why it is important to have a will Distinguish between a will and a letter of last instructions Describe the…

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