MAGGI Tax Advisory & financial Group
ESTATE PLANNING And How You Should Do It At Maggi Tax, we care about the future of your family and assets. Here are some things Estate Planning can do for you: provide for your immediate or extended family, transfer property without probate, plan for incapacity, minimize expenses, choose executors/trustees for your estate, help a favorite cause, reduce taxes on your estate, and make sure your business continues smoothly. Consider this, Aretha Franklin's estate went through probate for 5 years because the family contested two handwritten wills. Her 2014 will omitted a clause that was included in her 2010 will. The jury ruled in favor of the 2014 will.
Bobby Maggi Founder
Kirk Agius Licensed Insurance Agent/Medicare Specialist
Discussion & Insights:
• Do's and don'ts for transferring your assets (including your home or farm to your children) • The benefits of avoiding probate for your family • Protection from unexpected nursing home costs without nursing home insurance • How to reduce or eliminate many forms of taxation • The importance of having the right legal documents at the right time
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Chris Maggi Owner/Investment Advisor Representative
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