LEARN HOW TO PROTECT YOUR ESTATE AND REDUCE TAXATION ON YOUR ASSETS

Most Americans fear going through probate and dealing with estate taxes. Do you have an estate plan?

Join us at the City Club of Greenville for an educational workshop covering Estate Planning (including how to avoid the top 3 estate planning mistakes that could save your heirs time and money) on Wednesday, March 11, from 11:30 am – 12:30 pm.

Should you have a Will or a Trust? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and childrens’ inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

The concepts discussed in this course are most suitable for those with investable assets of $250k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

If you would like more information on how to protect your assets while passing on your estate in a safe and tax efficient way, this workshop is for you.