Building a Lasting Legacy: Essential Estate and Tax Planning Strategies for Retirement

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Program Description


It can be easy to overlook, but an estate plan is essential for nearly every person, regardless of how much money you have. Without a plan, the laws in your state can govern what happens to your assets, leaving your family to deal with lengthy probate court delays and difficult decisions. In this course, we will share with you tax strategies and concepts as well as examples and case studies to help illustrate how you can potentially protect your hard-earned resources for the next generation. 

Topics Discussed in the Workshop

What is a will and what does it accomplish
How and why Trusts are used and what different types of Trusts are available
What essential documents you should have in place now to protect you from outside influences impacting your assets
The importance of choosing the right candidates in your family to help make difficult decisions
How to improve your tax picture in retirement and ultimately leave a tax free legacy for your heirs
Concepts that can be used to help maximize your current assets and preserve your legacy  

If preservation and legacy are important to you, join us for this informative course designed to help you take control of your legacy and potentially influence the outcome of your retirement!

Presenter: Michael Alimo is a 30-year industry veteran, for the past 18 years financial service advisor Alimo has served clientele around CT & New England at his USA Financial & Tax Services, LLC. Services include comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; business and estate tax planning. Committed to giving back to the community via educational workshops, Mr. Alimo has hosted many seminars for groups at libraries and social organizations about a variety of financial and planning topics.