News

04/07/2016

Upcoming Estate Planning/Social Security Seminar

Presenters Andy Wohlfarth with Evans Petree PC and Mitchell S. Everett with Waddell & Reed Financial Advisors will be speaking on the topics of Estate Planning and Making the Most of Social Security Benefits.

Join us for an educational workshop where we’ll focus on:

Social Security

  • Changes to Social Security filing strategies resulting from the Bipartisan Budget Act of 2015
  • How married couples can help enhance their combined benefits
  • How the “do over” and “start, stop, restart” strategies work
  • How to claim retroactive benefits as a lump sum
  • The effect of remarriage on survivor benefits for widowed and divorced spouses

Estate Planning

  • Planning for Incapacity
  • Operation of a Will and Estate Administration
  • Estate Tax Planning
  • Income Tax Planning with Trusts, including Community Property Trusts
  • Asset Protection Planning, including Investment Services Trusts and Joint Spousal Trusts

When

Thursday, April 21st

6:30pm-8:30pm (dinner will be served)

Where

Crescent Club

6075 Poplar Ave, Ste. 909

Memphis, TN 38119

Registration

This event is at no cost to our clients and friends, but pre-registration is required. Space is limited so please reserve as soon as possible. Please contact Rachel Silvers at rsilvers@evanspetree.com or 901.474.6106 to register or for more information. RSVP deadline is April 13th.

 

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