How to Handle Family Finances When a Loved One Dies
August 27, 2019
8:00 am - 9:30 am
KraftCPAs Nashville Office
555 Great Circle Rd.
Nashville, TN 37228 United States
Thinking about a loved one passing is difficult, but it’s important to be prepared. Join Kraft Asset Management, LLC on Aug. 27 for this educational session, where Harlan Dodson of the Dodson Parker Behm & Capparella PC law firm will discuss options for this situation. For more than 40 years, Harlan Dodson has helped people and businesses solve problems and plan for the future.
One of the underappreciated aspects of planning now is how and whether to document date-of-death values for stepped-up basis purpose in an era of high exemptions and limited filings of transfer tax returns requiring or containing such information. We’ll discuss options that will help you make the best decisions.
8-8:30 a.m.: Registration, networking, and light breakfast