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Fundamentals of Estate Planning & Taxation Thumbnail

Fundamentals of Estate Planning & Taxation

Dates:  TBD

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 about the elements of the estate plan and how these eight important topics affect most 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.

8. Gifting and Gift Tax: Understanding the rules of gifting and the gift tax.


Please RSVP to 610-422-3773 or fill out information below and specify the number of attendees.




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