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From Assets to Heirs

Mon, Aug 19

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Mirabeau Inn & Spa Skaneateles

What is the best way to ensure your family is taken care of after you pass? Having an Estate Plan is the best place to start. In this class, we will examine modern estate planning strategies and discuss their implications for asset distribution.

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From Assets to Heirs
From Assets to Heirs

Time & Location

Aug 19, 2024, 12:00 PM – 2:00 PM

Mirabeau Inn & Spa Skaneateles, 851 W Genesee Street Rd, Skaneateles, NY 13152, USA

Guests

About the event

What is the best way to ensure your family is taken care of after you pass? Having an Estate Plan is the best place to start. In this class, we will examine modern estate planning strategies and discuss their implications for asset distribution. Gain insights into wills, trusts, and financial and legal tools to protect your legacy.  Join us to stay ahead of the ever-changing landscape and make informed decisions about your estate.

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

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