You're Invited: New Tax Laws and Your Estate How to Plan Today to Help Secure a Legacy Tomorrow
Date and Time
Tuesday Mar 11, 2025
10:30 AM - 11:30 AM EDT
Location
Currituck County Senior Center, 130 Community Way, Barco NC 27917
Fees/Admission
Free to attend and open to the public to attend
Register by March 6, 2025 by calling 252-232-3505
Website
Contact Information
Register by calling 252-232-3505
Description
Please join us at this special event focused on an essential aspect of financial well-being: Estate Planning. Change is in the air surrounding both income and death tax rules in Washington. Whether it is new legislation or just the expiration of the current Act, understanding how you can prepare your estate for what lies ahead is essential to ensuring a lasting legacy. This informational session will provide you with the tools and knowledge you need to make informed decisions for you and your loved ones.
During this session, you will learn about:
- The Anticipated Changes to the Current Tax Laws
- The Workings of a Will versus a Trust in Planning
- How to Properly Coordinate Beneficiary Designations
- Strategies for Minimizing Death Taxes
- How to Best Integrate Charity into Your Tax Planning
- How to Communicate Your Plans Effectively with Your Loved Ones
Mary Beth Fanelli, CRPC, Founder, Grace Wealth Partners
Adrian E. Young Esq.
Whether you’re starting your estate planning journey or revisiting your existing plan, this seminar will provide valuable insights for all.
Please join us for this informative and engaging session. We look forward to helping you secure peace of mind for yourself and those you cherish.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Grace Wealth Partners powered by Faithward Advisors, LLC, an SEC Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
