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.


SECURE Act
Monday, July 13, 2020 Online presentation offered through the Phoenixville Library
online presentation via Zoom
Located at:

 

Effective January 1, 2020, new tax legislation was enacted, the Setting Every Community Up for Retirement Enhancement Act of 2019, known by the acronym SECURE Act.  This new legislation makes several changes to tax laws that could have a significant impact on your retirement planning, estate planning and legacy planning.

 

Learn:

New IRA rules

Review your estate plan to pass your legacy tax efficiently

 

Zoom invitation will be sent the day before the event.

 

 







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