Building a Lasting Legacy: Essential Estate and Tax Planning Strategies for Retirement

This is not a library sponsored event.

Purpose of Meeting

An educational workshop from USA Financial & Tax Services. Topics discussed include:
--- What is a will and what does it accomplish
--- How and why Trusts are used and what different types of Trusts are available
--- What essential documents you should have in place now to protect you from outside influences impacting your assets
--- The importance of choosing the right candidates in your family to help make difficult decisions
--- How to improve your tax picture in retirement and ultimately leave a tax free legacy for your heirs
--- Concepts that can be used to help maximize your current assets and preserve your legacy