Estate Planning Webinar Sophisticated Wealth Creation and Preservation Strategies

April 23, 2013 at 11:00am11:30am

Join us for a webinar presented by two of the Fairfield County's leading professionals on estate preservation and maximization strategies. Presented by Wiggin and Dana Partner, Dan Daniels, and President of Centurian Group, Jim Pugliese, this webinar will provide you with superior concepts and strategies to help preserve more of your estate for your children, grandchildren and charities.

In this 30 minute webinar, you will learn:

  • Estate tax law changes that you should know
  • How trusts can be used to eliminate estate taxes
  • The most commonly used Trusts for estate planning
  • Why estate taxes may rise to over 50%, and exemptions may fall to $1 million, and why it may cost your heirs millions in lost inheritance
  • How the unique income tax exemption on life insurance makes it en excellent estate planning tool
  • True portfolio diversification - beyond stocks, bonds and real estate