Where There’s a Will: Estate Planning 101

Wednesday, March 22
6:00 – 7:30 PM

You may think that good Estate Planning is all about what will happen to your things after death, but the best Estate Plans address how to make the most of your assets while you are alive.

If you only own a dog and a phone, you have an estate…and you need to have a plan.A plan can avoid taxes, probate costs, expense, family arguments, and so much more. Join Tracy Zihmer, attorney with The Lynch Law Group, as she shares key strategies for making the most of your Estate Plan.

About Tracy: Tracy’s practice focuses on Estate Planning and Estate and Trust Administration. In addition, she advocates for clients in Orphans’ court by representing fiduciaries or beneficiaries, drafting governance documents and agreements, preparing deeds, and assisting with property assessment appeals. Tracy is a published member of the Duquesne Law Review, a member of the Pennsylvania and Allegheny County Bar Associations, and a member of the Allegheny County Bar Association Probate and Trust Section. Tracy earned her J.D. from Duquesne University School of Law.

Attendees will receive a complimentary Estate Planning Review and a Long Term Care analysis.

Parents bring your children…Children bring your parents!

Free for you and a guest

Space is limited. Click here to register by March 15.

This information should not be considered as tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Securities & Investment Advisory Services offered through H. Beck, Inc. Member FINRA, SIPC. H.Beck, Inc., The Musuneggi Financial Group, LLC, and Tracy Zihmer are not affiliated.

Workshops are held at our offices:

1910 Cochran Road
Manor Oak Two
Suite 520
Pittsburgh, PA 15220

Questions? Contact Chrissy at chrissyg@mfgplanners.com or 412.341.2888 x312.

 No cost or obligation associated with workshops.