ROCHESTER Estate Planning

Estate Planning Guide to Wealth Transfer

Keep more of what you’ve built & pass it on with purpose. Join our fast, plain-English session on practical strategies to transfer wealth to your heirs while reducing taxes, avoiding avoidable delays, and protecting family harmony.
When: January 28th at 6:15 PM

Where: Our Rochester Office | 3445 Winton Place, Rochester, NY 14623

* The Seminar will be held in the second floor classroom near suites 206 & 207
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Estate Planning Guide to Wealth Transfer