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Nov. 11, 2005
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Development holds 'Estate Planning 101' workshop Nov. 17
   
 

Legislative action as a result of recent events — including Hurricane Katrina and the Terri Schiavo situation in Florida — have changed the way financial analysts and others view estate planning.

Learn more about these and other topics affecting your savings and investments at an upcoming workshop, "Estate Planning 101: Now that I have it what am I going to do with it?"

Sponsored by University Development, the workshop is set for 2:30-3:30 p.m., Thursday, Nov. 17, in RUC 342. It's free and open to everyone, but reservations are required. Call 3055 by Wednesday, Nov. 16, if you plan to attend.

Brad Dozier, a certified financial planner, will lead the program. During the workshop, you'll get answers to these questions:

* Is my current estate plan still effective since the federal tax law changes in 2000?

* Does my current plan take full advantage of the disparity between the state and federal estate tax credits?

* Is a Living Trust necessary in my situation?

* Given recent events in Florida with Terri Schiavo, can I ensure my Living Will is still valid?

* Can I reduce the amount of taxes I will owe by including a charity in my estate plan?

* Can I take advantage of the new Katrina Emergency Tax Relief Act to help reduce current income as well as future estate taxes?

Dozier Consulting Group has offices in Tennessee as well as Ohio and North Carolina, working with clients all over the country since 1995. A TTU Business alumnus, Dozier also holds a J.D. from the Nashville School of Law.

A special CPE credit session for accountants, financial planners, attorneys and other specialists will be held from 1 to 2 p.m. that afternoon; call Development at 3055 for more information.

   
 

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