How To Leave Assets To Heirs

October 16, 2017 3:11 pm

How To Leave Assets To Heirs to be instructed by Ellen G. Makofsky

Tuesday, October 17, 2017 at 7-9pm

$15 for residents/$20 for non-residents

Plainview – Old Bethpage Middle School
121 Central Park Rd.,
Plainview, NY 11803

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. This course will discuss wills and revocable 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. This course will answer your questions regarding managing, protecting, and disposing assets.