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* 11 FEB 2009 Fort Belvoir Legal Assistance Office / Bldg 257 9990 Belvoir Drive Fort Belvoir, VA 22060 (703) 805-2856 LTC Noel Woodward Mr. Christopher B. Rydelek * Legal…

Presentations & Public Speaking Lt3 d welcome presentation 02 2015

1. presented by G. Tate Groome, CFP®, CLU® Introduction to LifeTrust3D™ 2. LifeTrust3D.com 1. Why do we exist? 2. Who / what is LifeTrust3D™, and What differentiates…

Documents Family Succession Jack Bernstein Aird & Berlis LLP Toronto, Ontario 416.865.7766...

Slide 1 Family Succession Jack Bernstein Aird & Berlis LLP Toronto, Ontario 416.865.7766 [email protected] Slide 2 Aird & Berlis LLP 2 Family Succession OBJECTIVES…

Documents Tax Considerations of Farm Transfers Philip E. Harris University of Wisconsin- Madison/Extension.

Slide 1 Tax Considerations of Farm Transfers Philip E. Harris University of Wisconsin- Madison/Extension Slide 2 Alternatives for transferring farm assetsp. 1 1.Sale 2.Gift…

Documents CHAPTER 15: PRESERVING YOUR ESTATE Clip Art 2001 Microsoft Corporation. All rights reserved.

Slide 1 Slide 2 CHAPTER 15: PRESERVING YOUR ESTATE Clip Art  2001 Microsoft Corporation. All rights reserved. Slide 3 Estate Planning Process of developing plans and taking…

Documents IMHO Estate Planning PPT Presentation

DURING YOUR LIFE TIME YOU PAY TAXES: EARNED INCOME TAXES. CAPITAL GAINS TAXES. SALES TAXES. PROPERTY TAXES. GIFT TAXES ON GIFTS ABOVE $2MILLION. UPON DEATH OF BOTH SPOUSES…