Helping Protect Your Estate Assets and Avoid Unintended Consequences 

Estate Planning Webinar 

No Charge. Informational Only. Nothing will be sold. 

Estate Planning Webinar - The East End, Long Island



Eastern Time Zone




11:00 AM - 12:00 PM

Attend this FREE informational webinar and you will learn all about how you can protect your assets:

  • How to control who gets what, when and how

  • How to avoid probate; why a Will may not be enough

  • How to calculate the value of your estate

  • What is Intestacy and how it affects your estate

  • What is the difference between a revocable or irrevocable trust

  • The importance of having a trust and life insurance policy if you're from a blended family or a business owner

  • Strategies that could help you reduce, or eliminate, taxes

  • How Charitable Planning can complement your financial, or estate, plan

  • 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, bankruptcy or other triggering events

  • Why estate planning isn't just for the wealthy. If you own a home, you won't want to miss this FREE class

With the passage of the SECURE Act, your retirement account(s) may be impacted. Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.


Join us for an educational webinar on Monday, October 19th from 11:00 AM - 12:00 PM EST where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.


Why you should attend this webinar:

© 2020 Estate Planning 567 

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however, 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail. 

This presentation is strictly informational. No investments will be promoted. However, the Attorney or Financial Professional presenting may invite you to a follow-up consultation where financial products may be presented or offered. The information presented at this seminar is intended for general purposes only and does not constitute legal advice. You should contact your attorney to obtain advice with respect to any particular legal matter. Neither Estate Planning 567 nor the Attorney or Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.