This week, attorney Marlaine C. Teahan hosted a seminar, “Get Your Ducks In A Row,” with with Certified Financial PlannersTM David Shotwell and Beth Baer of Shotwell Rutter Baer, and with Diana B. Mitchell, CPA, CSEP, Senior Tax Manager at Maner Costerisan. The seminar began with questions, allowing attendees to direct the focus of the presentation on issues most important to them. Each professional then shared their expertise in legal, financial, and tax planning areas to help families get their affairs in order. Topics included: differences between wills and trusts and how to choose between them; the best planning ideas for minor and special needs children; how to invest with confidence without being paralyzed by all the options; how to budget and plan; and the top 10 planning tips for reducing your 2016 tax liability.
Other Handouts:
Tax Planning Tips for Reducing Your 2016 Tax Liability
Financial Planning Tips
If you missed this unique seminar opportunity, call or email Marlaine to sign up for the next seminar in this series, at 517-377-0869 or mteahan@fraserlawfirm.com. With nearly 30 years of experience as an attorney, Marlaine leads the Trusts and Estates practice at Fraser Trebilcock. She works closely with individuals and families to create estate plans to fit each client’s unique situation.
