Complimentary Event at Milton Public Library in Milton, MA
Preserve What Matters Most to You
Strategies for Estate Planning, Preservation & Retirement Income
Event Details
Milton Public Library
476 Canton Ave, Milton, MA 02186
Event Options:
– Tuesday, December 10 at 6:00 p.m. – Wednesday, December 11 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?
Join us at Milton Public Library for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
- The advantages and disadvantages of wills and trusts.
- Reducing tax exposure when transferring assets to heirs.
- How to plan your estate to make sure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, how you can avoid probate altogether.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
- Identifying the documents needed to preserve your estate.
- Establishing a power of attorney and why it could be important.
- Strategies to help preserve heirs from blowing their inheritance.
- Leveraging dollars for planned charitable giving.
- Why putting property in your children’s names may be a mistake.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have an estate plan in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.
67% of Americans
have no estate plan.²
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Host
Bryan Galligan | President & Founder | South Shore Investment Services
Bryan earned his Bachelor’s degree from Stonehill College, where he honed his financial acumen and strategic planning skills, laying the foundation for South Shore Investment Services.
Bryan has been instrumental in delivering personalized and comprehensive financial planning services to clients across Massachusetts. With a keen focus on retirement planning and estate planning, Bryan’s expertise lies in crafting strategies that empower individuals to achieve their financial aspirations.
South Shore Investment Services proudly serves its clientele with offices strategically located in Norwell, MA, and The Seaport in Boston. These locations enable Bryan to provide convenient access to high-quality financial guidance.
Bryan holds a Series 65 license, showcasing his commitment to adhering to the highest standards of professionalism in the financial industry. This license, combined with his extensive experience, positions him as a dedicated advisor in the realm of investment and financial planning.
Bryan’s dedication to excellence extends beyond the professional sphere. He shares his life with his wife, Cristen, and together they call Bridgewater, MA, home. This sense of community and connection is reflected in Bryan’s approach to financial planning, where he values building lasting relationships with his clients.
Bryan is driven by a mission to demystify the complexities of financial planning and empower individuals to protect their financial futures. His client-centric approach, coupled with a commitment to ethical practices, has earned him the trust of those seeking guidance.
With Bryan Galligan at the helm, South Shore Investment Services continues to be a beacon of financial wisdom, guiding clients through the intricacies of retirement and estate planning with integrity and precision.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.