How to plan your estate to maximize wealth transfer?

Join us for an informational in-person seminar on trust formation, its benefits and drawbacks. This special presentation by Viktoria Beress will cover the estate planning basics and discuss wills, trusts, probate, choosing fiduciaries, and protecting your family. We will provide a detailed explanation on the various types of trusts that exist, how they are used, and advantages/disadvantages and answer your questions on whether a trust is right for you.

This program will cover basic trusts and the key differences between them. Various categories of trusts: the fundamental trusts, elder care planning trusts, estate tax planning trust, asset protection trusts, and other miscellaneous trusts

Friday, January 5, 2024 @ 06:00 pm

Beress & Zalkind, PLLC

Presented by Viktoria Beress, ESQ., CPA