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Prevent Tax Losses From Your Estate




Prevent Tax Losses From Your Estate

Tuesday, March 26, 2019

6:30p - 8:30p EST

Chateau Restaurant

Chateau Restaurant

48 Bay Road
Norton, MA 02766
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PT2H

Organizer:

Cathy Tharp ctharp@lfsadvisors.com

Presenter:

Paul J. Mauro/Louis V. Sorgi, Jr., Esq.

Attend this informational discussion and you will find out how:   

                                     

  • Estate Plans are the first line of defense in Long Term Care.
  • Your old outdated Estate Plan could seriously cause shrinkage to the assets you built in your lifetime.

    • You outgrew the legal plans you may have put together 20 years ago.
    • Your investments can now be tailored to your Estate Plan to meet legacy goals.

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