Reducing Lifetime Taxes for Generational Wealth

Join us at the Derryfield Country Club 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.

Host or Publisher Milestone Financial Planning, LLC