2014 Speaker Series: Estate Planning-Insuring your hard work will pay off

Estate Planning – Insuring your hard work with pay off

Bill Kriesel –Partner-in-Charge Financial Planning CPA/PFS, CFP®, AEP®
Bill will be discussing recent Federal and New York estate tax changes, highlighting some basic estate planning strategies that make sense for many people, and provide some insight into non-tax items that need to be considered as part of the overall estate plan.

Topics will include:

• Summary of Federal and NYS estate taxation
• Review of typical estate planning legal documents
• Discussion of the probate process, and how to avoid
• Using trusts to protect your heirs
• Estate tax savings considerations
• Non-tax estate essentials