Whether it’s keeping up with trends or discussing important topics, American Cornerstone Group is dedicated to providing its clients and community with sound and timely information. If any of our events look interesting to you, give us a call, drop us an email, or register online. We’d love to add you to our guest list! Check back regularly for upcoming and future events!
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March 31, 2020
6:30p - 8:00p
The Free Library of Northampton Township
Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend. Join us from 6:30-8pm on March 31, 2020 for this all-important and educational seminar. Refreshments will be served. TOPICS COVERED INCLUDE: How to control who gets what, when and how How to avoid probate How to calculate the value of your estate Intestacy and how it affects estate distribution The difference between a revocable or irrevocable trust Strategies that could help reduce taxes 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 or other triggering events