“A leading educational resource for those nearing retirement”
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Any questions, please call (844) 567-7760.
798 Washington St., Braintree, MA 02184
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How to control who gets what, when and how
How to avoid probate
How to calculate the value of your estate
Intestacy and how it affects estate distribution
The difference between a revocable or irrevocable trust
The importance of having a trust and life insurance policy if you're from a blended family
Strategies that could help reduce taxes
How to finalize your last wishes
Step up in basis rules on inherited assets versus carryover basis rules on gifts
How to NOT disinherit your children and grandchildren because of divorce or other triggering events
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 Thayer Public Library for an educational workshop on March 5 from 11:00 AM - 12:30 PM or March 7 from 11:00 AM - 12:30 PM where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.
Sign up today!
No Charge to Attend!
This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Estate Planning 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
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