Managing Your Portfolio in Uncertain Times
- Family & Education
- San Jose Airport Garden Hotel, San Jose CA
Introduction to Estate Planning
A proper estate plan is essential to ensure that your assets go to the people and organizations you love most. Once completed, it provides peace of mind, the framework for continued updates as your life situation changes, and does not impede your daily life in any way. It ensures that you do not leave a complicated and costly mess for your heirs to sort out in the court system over the course of a year or more. Learn the basics of estate planning, and why it enables your legacy to live on precisely as you most wish it to be.
REASONS TO ATTEND:
1. Learn the primary components of an estate plan
2. Learn the basic income, gift and estate tax laws
3. Hear successful estate planning strategies from an experienced attorney
ATTEND THIS MEETING TO LEARN:
1. How to set up an estate plan that will avoid probate court and unnecessary taxes
2. Why you need an estate plan
3. Updates on important changes to the tax laws, including the new "portability" laws
Speaker: Rebecca E. Renzas, Attorney, Greene Radovsky Maloney Share & Hennigh LLP.
Rebecca Renzas practices trust and estate law and prepares a broad range of estate plans, including revocable trusts, wills, dynasty trusts, qualified residence trusts, grantor retained annuity trusts and charitable trusts. She also advises trustees, corporate fiduciaries and beneficiaries on all aspects of trust administration and represents clients in probate court, both in the probate and trust administration settings. Renzas has experience advising clients on prenuptial and postnuptial agreements.
The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.
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