You are invited to attend the complimentary Farm/Ranch Transition and Estate Planning workshop on Wednesday, September 23rd from 1:00-2:00PM PST, presented by: Angela Wethor J.D., CPA, Corporate Vice President, Advanced Planning Group Advanced Planning Consultant at New York Life Insurance Company.
During this workshop, we will discuss how you can plan for the successful transition of your farm or ranch to the next generation while minimizing your estate taxes and treating your heirs fairly.
Topics covered include:
• How to ensure the survival of your Farm or Ranch for future generations
• How to plan for the orderly transition of your farm or ranch to the next generation
• How to treat heirs fairly
• How to help create a “road map” or, “action plan” for implementing these solutions
Space is limited, so please register today
This educational seminar and insurance sales presentation is for informational purposes only and represents an understanding of generally applicable rules. New York Life Insurance Company, its agents or employees may not give legal, tax or accounting advice. Attendees should consult their own professional advisors before implementing any planning strategies.
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