Pre-Retirement Workshop and Brunch

Pre-Retirement Workshop and Brunch Saturday June 21st, 8:45 am – 10:30am Brunch Hosted by Katie Tickner and Tim Tank, Financial Advisors at Morgan Stanley, and Ryan Garcia, VP President, Goldman Sachs Asset Management Monteaux’s Public House: 16165 SW Regatta Ln....

2014 Federal Estate and Gift Tax Rates

Federal Estate Tax: In 2011, Congress revised the federal estate tax rules, setting the individual lifetime combined estate and gift tax exemption at $5,000,000 (pegged to inflation).  From 2013 to the present, any individual with a gross estate exceeding the exempt...