Speaker
Jennifer L. Climo, CPA, CFP®, MSFP
Advisor
Milestone Financial Planning
Theofilos Vougias
Esquire
Devine Millimet Attorneys at Law
About this event
Join us for an insightful seminar on 'Reducing Lifetime Taxes for Generational Wealth'. Discover actionable ways to reduce income, estate, and gift taxes with proven tax-saving strategies —ultimately securing a brighter financial future for generations to come. Led by local financial advisor Jennifer Climo, CPA, CFP®, and local Attorney Theofilos Vougias, this session covers practical steps for minimizing taxes while maximizing wealth preservation. Don't miss this opportunity to learn how to reduce lifetime taxes that can potentially save your family tens (or hundreds) of thousands of dollars!
You will learn about:
- The different types of taxes that reduce generational wealth, including transfer taxes such as gift taxes, estate taxes, and generation-skipping taxes.
- Common pitfalls and tax traps to avoid when making gifts or other transfers.
- How to involve your family in strategies to minimize tax burdens and preserve wealth.
- Simple, actionable planning solutions that anyone can implement to reduce these taxes.
- When and how to utilize more complex strategies, like setting up a legacy trust, for optimal wealth preservation.
- A breakdown of the costs associated with various estate planning and tax-reduction solutions.
- Access to key resources for continued learning.
Event Contact
Disclaimer:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
