Trusts & Estate Taxes

In this workshop you will learn what you need to know about wills and trusts, how to protect your Estate against excessive taxes, how to spare loved ones the cost & headache of probate and how to avoid the most common estate planning mistakes.  Understanding how the Estate system works is your best defense against delay and cost so you can stay in control and pass more to your family.

Kris Dowejko
Senior V.P., Financial Advisor
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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

© 2021 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC