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Estate, Legacy and Long-Term Care Planning Informational Group Discussion

Wednesday, Apr 24, 2019 at 1:00pm

Perinton Community Center
1350 Turk Hill Road
Fairport, NY 14450

Come learn about common planning strategies that can be used to help maximize the assets that will pass to the chosen beneficiaries of your estate
by eliminating the income and estate taxes that will due when they inherit /our estate and also exploring all possible ways to preserve and protect all of your assets against the high cost of nursing home care and Medicaid

Solutions to the following planning concerns will be covered in detail:
-How to make sure that your chosen beneficiaries don'I pay one dime oi laxes {Income taxes or Estate taxes) when they inherit your Traditional IRA and other retirement accounts so that you are able to maximize what is passed on to them.
-How your estate at your eventual passing can recoup and be paid back all of the income taxes that you paid during your lifetime on both your taxable IRA withdrawals and your Social Security income.
-How to lower the Federal and State income taxes that you pay each year and safely increase your spendable retirement income.
-How to safeguard and fully protect all of your retirement assets from the high costs of nursing home care and Medicaid.
-How to make sure that you have all the necessary components of a solid estate plan, simplifying the administration of your estate and totally avoiding the cost and time delay of Probate.
-And much, much more.

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