Securing Legacies: Planning for the Future with Estate Strategies & Trust Solutions

Securing Legacies: Planning for the Future
with Estate Strategies & Trust Solutions

Wednesday, April 9, 2025 | 5:30 PM – 7:30 PM

Northern Bank | Sudbury Branch

430 Boston Post Road, Sudbury, MA 01776

Asset Strategy is a network of companies providing financial wellness to individuals and families and managing corporate and nonprofit retirement plans for over 30 years. Their experienced team assists clients with managing the risk and responsibility of sponsoring retirement and investment programs, and helping individuals achieve successful financial outcomes.

Key topics covered in the seminar include:

• Importance of Estate Planning
• Multigenerational Planning
• Key Questions for Legacy Planning
• 2025 Tax Exemptions & Gift Rules
• Estate Tax Strategies
• Advanced Estate Planning Tools