Name: Wine and Wills
Start: 2024-10-08T14:00:00-04:00
Location: Aldo's Italian Restaurant

Learn about -
WILLS VS TRUSTS - While a will may be fine in most situations, there are some cases where a trust may be better suited. What is the difference and why does it matter?
SPOUSAL LIFETIME INCOME TRUST - Learn how this trust can provide protection for your estate, lifetime income for your spouse, and preservation for your ultimate heirs—even spendthrifts.
STRECH IRA REPLACEMENT - Learn how to replace the punitive IRA inheritance income tax with a trust that stretches distributions for 50 years or more. The so-called super stretch.
CHARITABLE REMAINDER TRUSTS - Learn how to avoid capital gains taxes by trading your current 30-40% present tax liability with a 10% charitable remainder interest 50 years from now.