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Thu, Nov 21

|

302 Mountain View Dr., Suite 201

Seminar - Estate Planning

In this seminar, we'll review the estate planning process by exploring the tax benefits and tax advantages available when planning for your estate.

Registration is Closed
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Time & Location

Nov 21, 2019, 5:30 PM – 6:30 PM

302 Mountain View Dr., Suite 201, 302 Mountain View Dr, Colchester, VT 05446, USA

About the event

This seminar will review the estate planning process by exploring the tax benefits and tax advantages available when planning for your estate. We'll review the basics of estate planning, with discussions on:

  • Different options available in planning for an estate.
  • Current tax law under The American Taxpayer Relief Act of 2012.
  • Various federal gift and estate tax reductions techniques.
  • The role of life insurance.
  • Personal and business tax ramifications associated with estates.

Tickets

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Professional Financial Associates, LLC

380 Hurricane Lane, Suite 201 Williston, VT 05495

802.239.6201

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 Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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