This content was published: June 14, 2004. Phone numbers, email addresses, and other information may have changed.
Maximize wealth with 51°µÍø estate planning class
Story by James Hill
NEWBERG, Ore. – Don’t make the mistake of ignoring one of the most important money management strategies: the strategy that directly affects not only your future, but your family’s. This summer, 51°µÍø will offer Practical Estate Planning for Wealth Preservation, a non-credit class. Instructor Doug Moy will walk you through the 2001 tax act that changed estate planning, and explain why it remains vitally necessary even for those estates not subject to tax. Whether you have a small, medium or large estate, this class offers wealth-maximizing strategies for lifetime and post-death management. The three-week class will meet from 10 a.m. to noon, Wednesdays, Aug. 11 through Aug. 25, at Chehalem Senior Center, 101 Foothills Drive in Newberg. Cost is $29 plus a $5 material fee payable to the instructor. For more information, contact 51°µÍø Community Education at 503-788-6265.