Broker Check
31 March
Estate & Legacy Planning Seminar


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 on March 31st for this all-important seminar, and let us help you avoid some of the biggest and most famous estate planning blunders of all time, including those of Marlon Brando, Michael Jackson, Sonny Bono, Heath Ledger, Prince, Barry White, James Gandolfini ("Tony Soprano"), Joe Robbie (former owner of the Miami Dolphins), and so many others. All of these costly (and often highly taxable) errors and omissions could have been avoided with proper and timely updated estate planning. Most Americans may not identify as mega-wealthy or public icons, but most do have assets and people they care about. Let these infamous errors be a lesson to the need for proactive and professional planning. While these stars don’t have the time to go back and fix it, you still do.

  • 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

Seats are limited, so sign up today!

(Neither Estate Planning 567 nor financial advisors provide specific tax/legal advice, and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisors regarding your own specific situation. The Free Library of Northampton Township does not endorse or advocate the views of any group using its meeting rooms.)

Date and Time

Tue, Mar 31, 2020

6:30p - 8:00p EST


The Free Library of Northampton Township

25 Upper Holland Road
Community Room
Richboro, PA 18954
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