Event Title: Wealth and Wisdom: Leave a Legacy

Where: 13951 Progress Pkwy, Suite A, N. Royalton, Ohio 44133

Wednesday, June 24, 2009

Time: 6:00 PM - 8:00 PM EST

Import this event into your Outlook calendar

LEARN ABOUT TRUSTS, WILLS, POWER OF ATTORNEYS, ETC.

Can You Answer These Questions With Confidence?

• How much will my children actually receive after inheritance tax, income tax, Ohio tax and estate tax have been taken out of my estate?

• Under what circumstances is a trust required? How many types of trust documents exist and what is the purpose of each one?

• When is a will not enough? What steps can I take to avoid probate?

• What kinds of investments and retirement plans should I consider? How much will the IRS take away from me?

• How easy is it to get the life insurance I want? How many different types of insurance are there?

• How can I minimize or avoid taxes on the business I want to leave my children?

• Who can I designate as the person I can trust to handle my financial affairs after my death?

COMPLIMENTARY DINNER/WINE TASTING
Sponsored by: Infinite Financial Services, Inc.

For further information call Stephanie at 440-582-2774 or e-mail: Stephanie@planandprosper.com