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Prevent Your Estate From Tax Losses

Prevent Your Estate From Tax Losses

Wednesday, January 30, 2019

6:30p - 8:00p EST

Strega Prime

Strega Prime

100 Sylvan Road
Woburn, MA 01801
View on Map Website


Cathy Tharp


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

  • 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  • Your old outdated Estate Plan could seriously cause shrinkage to the assets you built in your lifetime.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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