Seminar: Common Mistakes in Estate Planning

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Boardman Road Branch Library

141 Boardman Road

Poughkeepsie, NY 12603

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You are invited to attend a complimentary, informational workshop, designed specifically to discuss how you can help minimize your estate taxes while maximizing the assets you pass to your heirs.
You will learn:
• how to help uncover your wealth transfer mistakes
• how to avoid probate
• to provide solutions to the ten most common mistakes in estate planning
• to help lay out a “roadmap” or action plan for implementing these solutions.

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Date and Time

Location

Boardman Road Branch Library

141 Boardman Road

Poughkeepsie, NY 12603

View Map

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