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The Advantage of 2012 Planning Opportunities

   
Date:May 8, 2012
Time:7:30 a.m. - 9:30 a.m.
Location: Ritz Charles
12156 N. Meridian Street
Carmel, IN 46032
Format:Presentation

Protecting your family, business, and wealth begins with a plan.

Where will the cash come from to pay your estate tax bill? If your estate will owe federal estate taxes, they will be due and payable nine months after your date of death, and the IRS won't accept a piece of real estate, a diamond ring, or stock in your business for payment.

First Merchants Bank invites you to learn from the experts on these issues.

Featured speakers:

Andy Manchir of KSM’s Valuation Services Group will discuss business valuations for purposes of selling or transferring a business, and ESOPs.

Eric Manterfield of Krieg DeVault will discuss 2012 estate planning opportunities for business owners, individuals, and married couples.

RSVP to Kirstin Bates at fmtrust@firstmerchants.com or 317.844.2960.

Complimentary breakfast will be provided.