Upcoming Events
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Register now for the Financial Bootcamp event May 20, 2008 & May 21, 2008 by calling the office at 570-476-5600 today.
Next Event is June 10, 2008 and June 11, 2008 please call the office to register and get details at 570-476-5600.
Some of the topics to be discussed:
IRA'S: Individual Retirement Accounts (401K, 403b, SEP) operate under their own tax umbrella. Should you pass these assets on to your children?
- LIFETIME INCAPACITY: Nearly 49% of people above age 65 will experience some form of Long Term Care or Lifetime Incapacity. What is Long Term Care and what if you cannot qualify?
TRUSTS vs. WILLS: What is the difference between the two?
TAXES: You need not give Uncle Sam what is not His.
ESTATE TAXES: What are they? Are they the same as Inheritance Taxes?
CONTROLLING DISTRIBUTION AFTER DEATH: You can have complete control of how your assets are distributed or you can allow the State to make that decision.
