Tuesday, March 11, 2014 – Mayflower Place Estate Planning Seminar

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: 

Tuesday, March 11, 2014 @ 1:30 pm
Mayflower Place
579 Buck Island Road
West Yarmouth, MA 02673
Please feel free to bring a friend. Seating is limited. Reserve your spot today!

 

Register Today:

Call: 508-771-8900 or Email: kristen@AMRfinancial.com
Leave your name, phone number and the number attending.
We will call back to confirm.
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