Join us for an insightful seminar on Reducing Lifetime Taxes for Generational Wealth. Reserve your spot now!
Speaker
Jennifer L. Climo, CPA, CFP®, MSFP
Advisor
Milestone Financial Planning
Theofilos Vougias
Esquire
Devine Millimet Attorneys at Law
Date and time
Location
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: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.
