Advanced Estate Planning Strategies

Most of us, at some point, overpay taxes, lose control, and do not maximize our plans.  With so many potential changes to tax and estate planning over the next few years, it is essential to create a system and learn strategies to protect assets from creditors, unwanted beneficiaries and life events.  Learn how to keep your documents current and strategies to consider to reduce taxes, as well as properly planning for your extended life span.  Explore strategies to avoid the death and inheritance taxes and what the best gifting techniques are for your situation.

Lecturer Ken Stern, is the author of six best-selling personal finance books and financial contributor for Channel 6 Morning News.

Where: Oasis San Diego, 1702 Camino del Rio North, San Diego CA 92108 on the Third floor of Macy’s

When: Tuesday, February 9th

Time: 1:15 – 2:45 PM

Fee: $3.00

For information to register for classes:

• Online: go to www.oasisnet.org/Cities/SanDiegoCA.aspx

• Call: (619) 574-0674

*You must be 50 years or older to attend Oasis Classes.