Building a Lasting Legacy: Estate Planning & Tax Implications for Retirement

Program Type:

Finances

Age Group:

Adults
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Description

Topics Discussed in the Workshop

  • What is a will and what does it accomplish
  • How and why Trusts are used
  • Essential documents you should have in place 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

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.