Providing for your heirs can turn into a hair-raising experience.  Join us Thursday, April 8 at 6:30 PM to learn important strategies for protecting your estate.

Like many people, you may hope to leave a substantial legacy for your loved ones.  But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from the effects of estate taxes and probate.  Consequently, your estate may be settled in ways you did not intend, and your heirs may receive a diminished inheritance.

At our special educational workshop, you'll learn about:

Calculating the value of your estate

Benefits of estate conservation

Intestacy and how it affects estate distribution

Probate and how to avoid it

Estimating your estate tax liability

Strategies to help reduce estate taxes

Estate distribution techniques including wills and trusts

You'll take home a workbook on estate planning.  This contains essential information, exercises, and questions that will help you assess your current situation and develop a strategy for preserving your assets. 

Presented by Swarthmore Financial Services, speakers will be Julie Steele, and Harris J. Resnick, Esq. of Resnick Elder Law.

Family, friends and neighbors welcome!  Join us Thursday, April 8 from 6:30 to 7:30 PM in the Plush Mills Theater.  Please call 610 690 1630 to make reservations, or register with the Concierge at the front desk.