How to Leave Money to Heirs

Instructor: Lisa R. Valente-Makofsky, Makofsky Law Group PC

You've worked hard all your life. Now you want to plan carefully to ensure that your nest egg will be passed along to those you choose, that your estate will not be reduced by excessive taxes and that someone you trust will be appointed to carry out your wishes when you are gone. We will discuss Wills, and revocable and irrevocable living trusts, comparing and contrasting the advantages and disadvantages of each document. Special emphasis will be given to methods of reducing or deferring gift and estate taxes. During this interactive course, we will answer your questions regarding managing, protecting and disposing of your hard-earned assets.