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  • 901 Route 23 South, 2nd Floor

  • Pompton Plains, NJ 07444-1038

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Legacy Planning & Reducing Death Taxes

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Legacy Planning & Reducing Death Taxes

November 14, 2018

1:00p - 3:00p Eastern Standard Time

Route 23 Financial Learning Center

Route 23 Financial Learning Center

901 Route 23 South
2nd Floor

Pompton Plains, NJ 07444



COFE - Council of Financial Educators [email protected]


Mark E. Charnet, CAS

Event details:

  • How to optimize your estate plan to reduce or eliminate Federal and State death taxes
  • Why it might be beneficial to avoid the time, expense, and hassle of Probate
  • The pros and cons of Wills vs. Trusts
  • Learn about Living Trusts, Testamentary Trusts, and Charitable Trusts and how they work
  • Why conflicts arise upon death and how proper legacy planning can help preserve family harmony
  • How to structure your life insurance for optimal tax efficiency and passing on the maximum benefit

No matter how large or small your estate, if you want to make certain your plan is complete, optimize, and hassle-free for your family, this session will teach you how.

Event Registration

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