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Estate Planning Seminar

Dates:  October 16th & November 7th

Time:  6:00 - 8:00 PM 

Location:  Perkiomen Valley High School, Room #135

Cost: $50 + $25 per additional guest



Estate planning doesn't apply only to the wealthy. Learn how these seven important topics affect the majority of families:

   1. Probate & Trusts: Understanding probate and the proper use of trusts along with its misconceptions.

   2. Estate Taxes: Maximizing tax efficiency; with gifting, bequeathing, and inheritance taxes.

   3. Income Taxes: Properly structuring your estate and beneficiaries to maximize income tax strategies across multiple generations.

   4. Protection from Creditors: Bulletproofing your children’s and other loved ones’ inheritances from their potential divorces, lawsuits, credit card debt, etc.

   5. Divorce / Remarriage: Securing family wealth in the family bloodline from diversion to in-laws, new partners, and stepchildren.

   6. Nursing home costs: Understanding Medicaid and protecting the family home and life savings from nursing home bills of $6,000 - $10,000 per month.

   7. Incapacity: Methods to allow for others to act on your behalf when you cannot.


PLEASE RSVP TO 610-422-3773 OR FILL OUT INFORMATION BELOW