Loading Events

« All Events

WEBINAR – Estate Planning Bootcamp Part 2

April 28 @ 12:00 pm - 1:00 pm

Estate Planning –The Rules Are Always Changing! Did you know that in early 2018 the federal estate tax laws changed once again? Do you know how to keep your children’s and grandchildren’s inheritance safe in the event of a divorce, disability, etc.? Did you know that the federal estate tax table and the federal gift tax tables have once again been unified?

Come and learn how to:
• Plan and protect your estate and your children’s inheritance
• Minimize the impact of federal and state estate and inheritance taxes
• Protect your estate from the “spend down” of your assets on long term nursing home care
• Protect your estate from extended probate and legal entanglements
• Create a “Legacy Plan” to enable you to lower death taxes and pass more of your wealth to your loved ones

Laurent “Larry” Metzler, J.D., RFC, is the President of Apogee Financial Services Group, Inc., The Law Offices of Laurent W. Metzler, Innovative College Funding Solutions, LLC, and President of the Moorestown, New Jersey Society for Financial Awareness. Larry’s entire career has been focused exclusively on financial planning, college planning, estate planning, retirement planning, asset protection and wealth preservation planning, personal and business tax planning, and real estate matters.

THIS PROGRAM HAS A LIMIT OF 98 ATTENDEES!  WE TAKE MORE REGISTRATIONS THAN SEATS SO PLEASE ARRIVE EARLY!

 

Click here to register!Part 1

Click here to register!Part 2

Details

Date:
April 28
Time:
12:00 pm - 1:00 pm
Event Categories:
,
Event Tags:
, , , , ,

Venue

Online

Organizers

Andrew Dauphinee, Instruction and Outreach Librarian
Larry Metzler J.D., RFC, President of Apogee Financial Services Group, Inc.
Alex Conroy, Vice President, Apogee Financial Services Group, Inc.