Estate Planning Seminars

A thorough estate plan ensures you are in charge of your wealth and finances. Estate planning also spares your family added expense and frustration around the management of your affairs if you pass away or become disabled.

Join estate planning attorney Jim Ruggiero as he offers information on smart estate planning designed to protect your wealth and heirs in these complimentary seminars. You'll have opportunity to ask him questions, as well.

Sign up today to reserve your seat.


IRA Inheritance Trusts
Monday, October 14, 2019
Tel Hai Retirement community
Located at: 1200 Tel Hai Circle Stone Croft Building Honeybrook, PA

 

 

The recent Supreme Court case Clark vs. Rameker changed the laws on passing retirement accounts to a non-spouse.

Join Jim Ruggiero to learn how to pass a loving legacy to your adult children with creditor protection, divorce protection and create a pension for a pensionless generation.  

 

For more information email infor@paolilaw.com





Estate Plans for Owners of Closely-Held Businesses
Thursday, November 7, 2019
Philadelphia Convention Center
Located at: 12th & Arch St. Philadelphia PA

 

The Estate Law Institute conducted by the Pennsylvania Bar Institute is the Commonwealth’s finest Estate and Trust Law event for 26 years and still the best in the field!  Join us as we continue our tradition of bringing you cutting edge concepts, current trends, legal updates, phenomenal networking, first class reference manuals and top notch faculty. 

Attendees will have the opportunity to learn from top estate planning professionals and network with professionals within the estate planning community.

Jim Ruggiero will be presenting the workshop topic: Estate Plans  for Owners of Closely-Held Businesses on Thursday 11/7/19.

For more information view www.pbi.org or contact Beth Ruggiero at 610-889-0288.







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| Phone: 610-889-0288

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