Sacramento Business and Estate Planning Attorney Robin Bevier to speak at Economic and Investment Outlook Update, Fair Oaks, CA, Friday, November 20th
Sacramento, CA -- Sacramento area estate planning attorney Robin Bevier will be a featured speaker this week at the “Economic and Investment Outlook Update” presented by financial advisors, Nathan Mahnke and Kevin Nelson, with Thrivent Financial for Lutherans. The event is Friday, November 20th, from 6:30 to 8:30 PM at the North Ridge Country Club, located in Fair Oaks, CA.
Ed Browning, Regional Specialist with Thrivent Financial, will discuss how the changing economy can impact investment markets, and how emotions affect financial decisions. Bevier will touch on opportunities for gifting and leverage in a down market.
“Despite the recent market recovery, values for most investors remain below mid-2008 values, and real estate appears to have bottomed,” said Bevier. “If there’s a ‘silver lining’ in this, it’s the ability of the owner of an asset to gift all or some of that asset to their beneficiaries now, instead of after death, using the reduced values for gift tax purposes. The appreciation that occurs after completion of the gift will not be subject to estate taxes after the death of the donor.”
Thrivent Financial for Lutherans is a fraternal benefit society headquartered in Appleton, Wisconsin. http://www.thrivent.com.
Bevier has been an attorney specializing in estate planning and business planning in the greater Sacramento, California region for nearly 25 years and is a Certified Specialist in Estate Planning, Trust and Probate. She has been a member of the American Bar Association, Estate Planning Section, since 1985, and the Sacramento Bar Association since 1998. http://RobinBevier.com
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