Estate Planning: Reduce Income, Estate, and Gift Taxes--Online Version
We will discuss techniques to reduce income, estate, and gift taxes. This presentation will discuss how to pass property to a spouse and future generations to reduce estate taxes and who an individual should name as beneficiaries of IRAs to reduce income taxes. Other items discussed will outline when an individual has to file a gift tax return and how to maximize gifts to charity and family members. www.yanowitzlaw.com.
|Our online classes will be using the platform Zoom.|
|The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for your Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.|
Claire is an attorney at the Yanowitz Law Firm, PLLC. Her practice focuses on estate planning, probate and trust administration. She drafts wills, trusts, healthcare directives and powers of attorney. She works to protect family wealth, set up plans that ensure spouses are cared for, minimize taxes, and achieve charitable goals.