Helping Protect Your Estate Assets and Avoid Unintended Consequences
Why you should attend this seminar:
Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
Join us at the Bear Trap Dunes for an educational workshop on May 4 from 10:00 AM - 12:00 PM or May 5 from 1:00 PM- 3:00 PM where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.