November 19th, 2015 at 1:00pm with Steve Pomeranz, CFP
For those who can’t attend our live session a recording will be provided to watch at your leisure.
You’ve worked hard all your life. Don’t let Uncle Sam destroy your family’s legacy
• How to significantly reduce inheritance taxes
• Learn all the alternatives to protecting your estate
Protect your children from the pitfalls of inheriting your hard-earned money
• Teach your children to respect their inheritance according to your values
• Avoiding the Shirtsleeves to Shirtsleeves “curse”
• How to keep your wealth intact for generations to come
Learn to avoid and easily correct the most common mistakes which can sabotage your best laid plans
How the right insurance can help your estate avoid a liquidity disaster
• How to negotiate with your agent to get the best policy at the lowest cost
Where celebrities like Robin Williams went wrong in estate planning and what we can all learn from those mistakes.
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