Education Events in Lexington

The event will fill up quickly and there are limited numbers for the venue. Register now! We are hosting this educational Estate Planning Event to give you and your family the tools to understand the financial changes that are ahead! It’s time to make sure your Estate Planning is in good order. Learn the difference and the benefits of a Living Trust, avoid Probate Court costs and fees, understand the tax consequences and liability issues of Joint Tenancy, address Guardianship & Conservatorship, protect your assets inherited by your heirs from divorce, lawsuits, and future estate taxation, provide for the Special Needs person in your estate plan, and create a new estate plan or replace old, outdated documents. The new tax reform rules and their impact on your retirement, ways to protect yourself against volatile market conditions, the changing rules for retiring baby boomers, how loss deductions may affect your taxes in retirement, common misconceptions about taxes in retirement, possible tools and strategies available to retirees, a basic overview of the tax rules as they apply today, strategies to help protect yourself against the taxation of your Social Security income, and how rising taxes may affect your retirement cash flow.

Join us for a conversation with local business and government leaders on important infrastructure projects in our region.