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Estate Planning Council of Greater Miami 4th Annual Estate Planning Symposium Tuesday, February 9, 2016, University of Miami Banknotes Center, 1245 Bauer Drive, Coral Gables, Florida AGENDA 8:00 8:30am
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The estate planning council provides guidance and advice on creating a comprehensive plan for the transfer of assets upon death.
Individuals who have significant assets and want to ensure their property is distributed according to their wishes.
Consult with a financial planner or attorney to create a plan that outlines your wishes for asset distribution and minimize tax liabilities.
The purpose is to ensure that assets are distributed according to the individual's wishes and to minimize tax implications.
Information such as assets, liabilities, beneficiaries, and any specific instructions for asset distribution.
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