Heritage Financial Group | Wealth Planning for Real Estate Investors
We invite you to our next class:
“Real Estate Rich, Cash Poor”
Addressing the unique Estate Planning issues faced by real estate investors
- The 4 steps of good estate planning for real estate investors
- Important estate planning documents that should be considered
- Strategies for minimizing / avoiding estate taxes
- Business entity discussion and their influence on estate tax planning
Speaker Notes:
James G. Lethert is a licensed attorney practicing exclusively in the estate planning for over 40 years. He is a professional speaker and instructor.
Call or email to reserve your spot!
651-453-0336
dave@heritage-financial.com
Event Details:
When: Thursday June 8th 2017 @ 7:00pm-8:30pm
Where: 1540 Humbolt Ave, West St. Paul, MN 55119
- Event will be located on lower level of building
- Parking available in the rear lower level of the building
- Call for questions 651-453-0336.
