Succession Planning: Why It Matters & How To Get Started
Have you thought about how to protect your assets after retirement? Did you know that your loved ones who inherit your assets will have to pay inheritance taxes of up to 15 percent? With the proper planning and legal advice, they might not have to pay anything at all.
Attorney Mika will share tips and strategies to preserve your individual and business assets to maximize wealth and passing of inheritances to succeeding generations. He’ll also discuss ways to protect your home, real estate, and financial assets from losses incurred by unexpected long-term care costs, income and death taxes, and probate costs.
Date: Tuesday, Oct 17, 2023
Time: 12:00 noon- 1:00 pm
Location: Francesco’s Restaurant, Shenandoah, PA
Presenter: Eric Mika, ESQ CELA, Williamson Friedberg & Jones
This is a complimentary presentation, but registration is required.
Pizza will be provided.
