Estate Planning Webinar - New Jersey
Register Now

Sign up today!
No Charge to Attend!
Eastern Time Zone

Attend this webinar and learn about:

  • How to control who gets what, when and how

  • How to avoid probate

  • How to calculate the value of your estate

  • Intestacy and how it affects estate distribution

  • The difference between a revocable or irrevocable trust

  • The importance of having a trust and life insurance policy if you're from a blended family

  • Strategies that could help reduce taxes

  • How to finalize your last wishes

  • Step up in basis rules on inherited assets versus carryover basis rules on gifts

  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this webinar:

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

Join us for an educational webinar June 14 from 11:30 AM - 12:30 PM US/Eastern or June 16 from 2:00 PM - 3:00 PM US/Eastern where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

This Presentation is given by an Insurance Producer. Neither the Presenter nor the materials are affiliated with the United States Government or any United States Government Agency.

Sign up today!
No Charge to Attend!
Eastern Time Zone

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Attorney or Financial Professional presenting may invite you to a follow-up consultation where financial products may be presented or offered. The information presented at this seminar is intended for general purposes only and does not constitute legal advice. You should contact your attorney to obtain advice with respect to any particular legal matter. Neither Estate Planning 567 nor the Attorney or Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

By registering, you agree to our Privacy Policy.

Robert Egan | Certified Financial Planner. Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services a Registered Investment Adviser. First allied entities are under separate ownership from any other named entity. 271 Route 46 West Suite B101, Fairfield, NJ 07004 | (973) 882-1937

This site is published for residents of the United States only. Registered Representatives of First Allied Securities, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the First Allied Securities, Inc. site at www.firstallied.com

First Allied Securities, Inc. Privacy Policy
First Allied Securities, Inc. Important Information
First Allied Securities, Inc. Business Continuity Plan

Check the background of this investment professional and firm on FINRA's BrokerCheck
Register Now