Our collaborative Estate Planning Brunch & Seminar with Good Samaritan Ministries featuring guest speakers, CPA, Katie Eyre and Attorney, Patricia Clements, has been scheduled to Saturday, June 15th @10am. We hope you will join us for a light brunch and a value-packed Estate Planning session that highlights:
~ Basics of wills, trusts and estate administrations;
~ Tips on the estate planning process, what to expect and questions to ask.
~ Helpful resources.
~ Recent changes to estate and gift tax laws.
~ Planning for appreciation and protection of your assets.
~ How to reduce your tax burden & leave a charitable legacy.
~ Additional, private sessions following presentation.
All this, AND MORE, will be offered at this can't-miss event.
Seats are filling quickly, so tell a friend (or 2), register here: https://gsm.breezechms.com/form/01f9fa and we'll be sure to save you a spot!
*Please note that there is no cost to attend this event. However, donations towards the wonderful work of GSM in over 26 countries around the world, are always welcome and appreciated. Click here to learn more or to give now at: https://www.gsmusa.org/give
The first step is for us to work with you and come up with a plan to get the results you need. Through our understanding of the law and your understanding of the circumstances, we will craft a path to success.
Don't wait, contact Patricia for a free consultation. Plan for peace of mind!
4949 Meadows Road, Suite 600, Lake Oswego, Oregon 97035, United States
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