Karen Baim Reagler recently returned from San Diego, Calif., and a weeklong program with the foremost estate planners in the country. WealthCounsel's Symposium featured a series of seminars focused on current issues in estates: planning, taxes, documents, litigation and innovations.
"Estates under $11.4 million are exempt from federal estate tax and Arkansas does not have an inheritance tax. The focus of estate planning has shifted increasingly towards income tax planning. Planning for flexibility is even more essential to every estate plan," Reagler explained in the release. "Often planning that delays tax decisions provides the most flexibility."
Other issues that received a lot of attention at the symposium included planning for non-U.S. citizens, special planning for retirement asset trusts and trustee succession options.
Reagler is a member of Baim Reagler & Naramore PLLC, an estate planning and administration law firm in Hot Springs. She can be reached at her office at 501-609-9800.
names August agent
Jeremy Nelson has been named as Eldercare Insurance Services Inc.'s Agent of the Month for his production during the month of August. He lead all other producing agents in total premium submitted for the month.
Nelson specializes in offering a variety of competitive senior supplemental products through a number of nationally known insurance companies.
"Much of Jeremy Nelson's continuous success can be attributed to a strong sense of community service, along with his ability to make the right recommendations to his prospects and clients based on their particular needs," according to a company spokesman.
For a free consultation and/or quote, Nelson can be reached at 800-999-7340.
Eldercare Insurance Services is located at 115 Sawtooth Oak, Hot Springs, AR 71901. Visit website http://www.medicareinformation.com for more information.Business on 10/01/2018
Print Headline: Local estate planner attends symposium