American Heritage Financial Estate Planning Presentation – May 7, 2014

Learn about creating an Estate Plan that reflects your values, helps your heirs, protects your assets, and has optimum tax efficiency.  R. Bryan Nace will be speaking at the American Heritage Financial Estate Planning presentation on May 7, 2014 at 7 pm.   Topics include trusts, living wills, powers of attorney, long-term care risks, avoiding probate, and more.   The presentation will address common questions such as:  Do you need a trust? Should you have a power of attorney? Do you need a will?

The presentation will be held at Rosemont Country Club, 3777 Rosemont Blvd., Fairlawn, Ohio 44333.  Light refreshements will be served.

If you are interested please register by contacted Joy at or 330-535-0881.  Please RSVP by May 1, 2014.  You are welcome to bring a friend or family member who may be interested in these topics.

Comments are Closed