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Trust Planning: Preserving Wealth, Protecting Loved Ones

Wed, Dec 04

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Rochester

Learn about the different types of trusts available and how they can be used to achieve your specific financial goals. Discover the different benefits of trusts, including asset protection, tax savings, maintaining control, and probate avoidance.

Trust Planning: Preserving Wealth, Protecting Loved Ones
Trust Planning: Preserving Wealth, Protecting Loved Ones

Time & Location

Dec 04, 2024, 12:00 PM – 1:00 PM

Rochester, 100 Corporate Woods #300, Rochester, NY 14623, USA

Guests

About the event

Trusts! Trusts! Trusts!


Join us for an educational session presented by financial advisor Zachary Armstrong, CFP®. In this seminar, you will gain valuable insights into the different types of trusts and how they can be tailored to help meet your individual financial goals. Zachary will walk you through the various benefits of trusts, including how they can assist in protecting your assets, potentially reducing your tax burden, maintaining control over your financial legacy, and simplifying the probate process.


This presentation will also explore specific goals that trusts can help you achieve, such as providing for loved ones, ensuring your wishes are honored, and supporting charitable causes. By the end of the session, you will have a clearer understanding of whether a trust might be an appropriate solution for your financial needs.


Disclaimer:

Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any…


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