Estate Taxes- How To Avoid State and Federal Taxes Upon Passing

An online workshop on how effective planning can help you avoid excessive estate taxes. 

Online Tax Avoidance Strategies Workshop

Tuesday, December 6th
6:00 PM

Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop! 

You can watch the online workshop from your mobile device or computer.

We will discuss the following:


Learn how to use Credit Shelter Trusts to reduce or completely avoid estate taxes when passing assets on to heirs.

Avoid Unnecessary Taxes & Fees

Without the proper planning in place, your kids and your wealth may be exposed to taxes & probate fees that could be reduced or even eliminated.

Planning For Everyone

Learn about "death planning" versus "life planning" and how to avoid the dreaded "spend down."

Why we created this online workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.

Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.