Legacy Planning Presentations

Top 5 Things Your Lawyer, Banker & CPA want you to know…

…about Estate Planning

Eric Hormel, Shareholder,  Legacy Planning 
Michael Walker, Esq, LLP, Samuels Yoelin Kantor
Kathy Calcagno, First Republic Private Wealth Management

Hood River, OR, Columbia Center for the Arts
October 25, 2012

Topics include:

Eric Hormel

  • 2013 Tax Rate Increases
  • The Medicare Surtax
  • Definition of Net Investment Income
  • Gift Tax Exemption

Michael Walker

  • Know your assets and how you own them
  • Understand how taxes impact your estate
  • Plan carefully, prepare documents that reflect your plan
  • Recruit a good team
  • Communicate