You are invited to attend a complimentary, informational workshop, designed specifically to discuss how you can help minimize your estate taxes while maximizing the assets you pass to your heirs.
You will learn:
• how to help uncover your wealth transfer mistakes
• how to avoid probate
• to provide solutions to the ten most common mistakes in estate planning
• to help lay out a “roadmap” or action plan for implementing these solutions.
141 Boardman Rd
Poughkeepsie, NY 12603