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:
This material is provided for educational and informational purposes only and is not investment, tax, legal, or financial advice. It does not consider any individual’s investment objectives, strategies, tax situation, or time horizon, and it is not an offer to sell or a solicitation to buy any security. Financial aid rules, tax laws, and school policies change frequently and vary by institution; figures cited are as of October 2026. Investing in a 529 plan involves risk, including the possible loss of principal. Before investing, review the plan’s offering documents for its investment objectives, risks, fees, and expenses, and consider whether your home state offers tax benefits only for its own plan. Please review your personal situation with your tax and/or financial advisor before acting.
Views expressed are subject to change based on market and other conditions. Any projections, market outlooks, estimates, or other forward-looking views are based on assumptions, are not indicative of future performance, and actual results may differ materially. Information is obtained from third-party sources believed to be accurate, but Milestone makes no representation as to its accuracy, completeness, or timeliness and accepts no liability for decisions based on it. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
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.
