Seminars and Events

Name: How to Avoid Common Tax and Estate Planning Mistakes
Start: 2022-03-26T13:00:00-04:00
End: 2022-03-26T15:00:00-04:00

March 26, 2022 @ 1:00 pm - 3:00 pm

Join Michael L. Solomon, partner of the law firm of Solomon, Steiner & Peck, Ltd. for a virtual webinar on Saturday, March 26, 2021 at 1:00 PM ET.

Mike will discuss what you should avoid in tax and estate planning when passing certain assets to your heirs. Topics include:

The adverse consequences of putting your child on your house deed.
Should the IRA pay to a trust or an individual?
Should an annuity be owned by a trust and should the annuity pay to the trust or individuals?
How should your bank accounts and investments be titled to avoid probate but not lose control of the assets while you are alive?

To learn more about the webinar or RSVP, please call Debbie DiPenti at 216-765-0123 or email ddipenti@ssandplaw.com. Alternatively, you may complete the form below to register. All webinar registrations must be submitted by 12 PM on Friday, March 25, 2021.

Speaker:

Michael Solomon

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