When: Monday, July 12th: 6:00pm-7:00pm

Where: Homewood Suites by Hilton Newtown – Langhorne, PA
110 Pheasant Run, Newtown, PA 18940

Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. Without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend. Our educational workshop will review the topics outlined below that may help you assess your current situation and develop a strategy that may help preserve your assets.

• 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
• Strategies that could help reduce taxes
• 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