Estate Planning 2013 - Leaving a Legacy

Please join Parasol Tahoe Community Foundation and Menath Insurance for a free community forum, Estate Planning 2013 – Leaving a Legacy, from 4:00 – 6:00 p.m. on Monday, October 21 at the Donald W. Reynolds Community Non-Profit Center. In addition to information about the techniques behind estate planning, learn about using family legacy statements and ethical wills – tools that will facilitate intergenerational communication.

Forum participants:
James K. Burau, an Estate Planning Attorney. His presentation will explain why a simple will is not enough and give an overview of the American Taxpayer Relief Act of 2012.

Clay Klein, a Legacy Advisor with the Family Wealth Consulting Group. Mr. Klein will discuss intergenerational communication via family legacy statements and ethical wills.

Alan Mann, a Consultant and International Speaker. His presentation will include spousal communication and estate planning techniques and tools. 

The forum is free and open to the public but space is limited. Please RSVP to www.parasol.org/reservations or call Jean Eick at 775-298-0184.


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