Retirement Seminar Series: Essential Estate Planning Concepts ...

Speaker:

Attorney Keats Boyd, III,?principal at the Law Office of Boyd & Boyd, P.C. For over thirty years the lawyers at Boyd & Boyd , P.C. have provided Estate Planning, Estate Administration and Trust Administration services for families from Cape Cod, Eastern Massachusetts, as well as for residents of Florida, Arizona, North Carolina, South Carolina, California and many other states.

Topics:

1. How the new law works
2. ?How ATRA impacts your Estate Plans
3. ?Should You Merge Your Trusts?
4. ?Should You Add an Irrevocable Trust?
5. ?How do You Make State Death Taxes Optional?
6. ?What are the Income Tax Opportunities?

Where and When:

Tuesday, March 12, 2013 at 6:30 pm

?Asset Management Resources, LLC

1060 Falmouth Rd ( Rte 28), Suite B, Hyannis, MA? 02601

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With passage of the American Taxpayer Relief Act of 2012, The U.S. Government has announced major changes in Federal taxes, altering the emphasis in estate planning for the foreseeable future. ?Many families will be tempted to think that with ATRA?s large federal estate tax exemption amount little or no planning is needed.??State Revenue Departments are counting on you making that mistake!

Bring a friend and join us at our second in a series of retirement seminars.?This program is especially helpful for those preparing for retirement soon. Learn from an expert about your Estate Planning needs!?

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Register Today:

Call: 508-771-8900 or Email:?info@AMRfinancial.com

Leave?your name, phone number and the number attending.

We will call back to confirm.

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Introducing future presenters:

1. Mike Burton, President of Slade Mortgage
2. J. Christopher Boyd, CFP?, Chief Investment Officer of Asset Management Resources, LLC

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Seminar Series Dates and Details:

Seminar 3 Mortgage Considerations Facing Retirees Tues., March 26, 2013 @ 6:30pm Three questions facing retirees- Should we pay off our mortgage with savings? Is it too late to refinance? Should a reverse mortgage be avoided?? Mike Burton, President of Slade Mortgage and a mortgage specialist will help you navigate these often confusing and complicated issues. Sponsor Slade Mortgage Group 419 Palmer Ave. Falmouth, MA? 02540 508-548-0177 www.Slademortgage.com Seminar 4 Investment Design & Retirement Planning Tues., April 23, 2013 @ 6:30 pm Get the knowledge you need to help you make the most of your retirement years.? J. Christopher Boyd, CFP?, Chief Investment Officer of Asset Management Resources, LLC and host of the financial talk show, ?Something More with Chris Boyd? heard on WXTK 95.1 FM will answer your questions and help you create a plan of action. Sponsor Asset Management Resources, LLC 1060 Falmouth Rd, Ste B2 Hyannis, MA 02601 508-771-8900 www.AMRfinancial.com

Source: http://amrfinancial.com/retirement-seminar-series-essential-estate-planning-concepts/

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