Thursday, May 26, 2011

I was pleased to discuss estate planning with the Chicago Petroleum Club

I recently had the opportunity to speak to the members of the Chicago Petroleum Club at their spring meeting.  The Chicago Petroleum Club (www.chicagopetroleumclub.org)  is a respected organization known for leadership in the Chicago community serving petroleum marketers since 1924.

The topic was estate planning.  I discussed the need to have an estate plan, and the need to include the long terms goals of your small business in that estate plan.  I also discussed the recent changes to the estate tax laws, and how the future looks for estate taxes.

If you are a member of a group or organization, and wish to have me speak to the membership about estate planning, please contact me.