Have Changes in the Law Sabotaged Your Estate Plan?
Learn how significant changes in Estate Planning Law may impact your estate plan. F. Keats Boyd III, Esq. of Boyd & Boyd PC and J. Christopher Boyd, CFP, CASL of Asset Management Resources, LLC will share important information and answer your questions about the new changes.
You will learn:
- About the gaping multi-million dollar tax loophole and how you can take advantage of it
- How to “Divorce-Proof” the inheritance you leave your loved ones
- Why the Massachusetts Estate Tax is now optional- but only if you plan correctly
- How to permanently repeal State and Federal estate taxes on your estate- without an Act of Congress
- How to convert your IRA into tax- free income (without a Roth conversion)
- The “right” way and the “wrong” way to leave your IRA, 401K, 403b or other qualified plan
- How out of state residents can avoid the Massachusetts estate tax levied on their Massachusetts real estate
- How you can amend an Irrevocable Trust- and when you should
- New trust techniques that may save you and your family thousands of dollars following the 2013 tax law
- Planning for Long Term Care Expenses in Retirement
- Creating a Financial Plan to Meet Your Needs
- How to Create a Portfolio to Last Throughout Retirement
Where and When:
579 Buck Island Road
West Yarmouth, MA 02673
Leave your name, phone number and the number attending.
We will call back to confirm.
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