News & Events

{ Banner Image } Print PDF

Estate Planning for Non U.S. Citizens (EXPATS) - and - Estate Planning for Executives

Are you interested in hosting a speaking engagement for your employees on either of these two subjects in the convenience of your office?

Presentations for either audience will address issues of special interest to those in attendance including:

   I.   Important estate planning documents and the impact of ownership and beneficiary designations

   II.  Estate and gift taxes

This presentation can be tailored to your company’s needs, but, typically takes one hour, includes time for questions from the audience, and can also provide additional one-on-one time following the presentation for a more personal discussion.

To schedule a presentation at your worksite, contact Sandy Bera at 248.267.3345 or

Click here to review "Death + Taxes" article.