Timely Event at The Inn at Villanova in Wayne, PA
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
The Inn at Villanova
601 County Line Rd, Wayne, PA 19087
Event Options:
– Tuesday, July 29 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 The Villanova Inn 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:
- Advantages and disadvantages of wills and trusts.
- Strategies designed to reduce 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, strategies to help you 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: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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.¹
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.¹ 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
Ty McGilberry | Chief Executive Officer & Managing Partner | Pegasus Financial Planning
After receiving his bachelor’s degree from Penn State University, Ty worked at the mutual fund giant Vanguard for over 10 years. During his time at Vanguard, he served and informed the individual investor, retirement plan sponsors and participants, and financial advisor markets. In his various roles, Ty focused on helping investors understand how to manage portfolio costs and fees as it relates to being able to reach investment goals.
After leaving Vanguard, Ty launched his practice as a financial advisor. He built on his foundation of investment knowledge from Vanguard by adding in the comprehensive financial planning process that puts the client first and foremost. Ty serves a very diverse clientele by offering each client a plan uniquely crafted to meet their goals and objectives. After building his practice, in 2017 Ty created Pegasus Financial Planning. His vision was to create a firm where advisors worked together to focus on informing and serving their client while following the fiduciary standard.
Meet Your Host
Kathryn Ott | Estate Attorney | Stevens & Lee
Kathryn provides simple and complex estate planning, estate and trust administration, and wealth planning counsel, and prepares a wide range of related documentation and tax returns. In connection with her estate planning practice, Kathryn represents businesses, business owners, charities, nonprofit corporations and clients with international considerations. She also appears in the Orphans’ Court on behalf of trust and estate clients.
Kathryn values the unique concerns and personal nature of the work she provides to clients. She helps clients understand the relevant legal complexities currently affecting them and prepares those clients for future considerations. Kathryn has lectured on a variety of trust and estate topics to the local community and other financial professionals.
© 2025 Your Retirement Reality | Privacy Policy
¹ 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.