Tax & Estate Planning

This event is not sponsored or endorsed by the Yardley Public Library.

Learn Strategies to Help Strengthen Your Retirement Income & Estate Plan

Join us for a educational workshop at the Princeton Library designed for individuals approaching retirement or currently retired who would like to better understand retirement income and estate planning considerations.

During this session, we will discuss:

• Tax considerations related to retirement income, including Social Security
• Estate planning fundamentals and common oversights
• General differences between wills and trusts
• Planning considerations when transferring assets to spouses and beneficiaries
• Factors that may impact retirement income sustainability
• Common misconceptions about retirement and estate planning

This workshop is for educational purposes only and is intended to provide general information. No specific investment, tax, or legal advice will be provided. Attendees are encouraged to consult their own qualified tax and legal professionals regarding their individual circumstances.

Seating is limited. Registration is required.