Simplifying Your Estate for Your Spouse and Other Heirs

April 25, 2018 - 10:00am to 12:00pm

OVERVIEW:

In this seminar, good financial planning for creating an estate plan will be reviewed. This will include a current update on tax laws, addressing wills, lifetime and estate trusts, as well as tax benefits and personal-relationship benefits of lifetime gifting to heirs vs. providing only an inheritance. Estate planning techniques will be shared so that heirs don’t need to make decisions on how to manage the inheritance. Additionally, the speaker will address wise planning approaches with assets in retirement plans including: how wise planning with an IRA/401k can help save income tax on behalf of one’s heirs, avoiding capital gain taxes and how to maximize income tax benefits for one’s heirs. Finally, the issue of how to handle families that are blended due to remarriage and ways in which to motivate children who inherit an inheritance will be discussed.

SPEAKER:

Peter Eberhart has extensive experience helping families address the challenges of estate planning. He is the managing director at Henry Armstrong Associates, Inc., a Pittsburgh-based boutique wealth management firm with offices in New York and San Francisco. In this role, he provides wealth planning solutions to his clients, including philanthropy, legacy planning, family governance, estate planning, and asset management. In addition, Peter is a frequent speaker on wealth-planning topics and a regular lecturer at continuing education programs for estate planning professionals. Peter earned his Bachelor of Arts degree from the University of Pennsylvania and his Juris Doctorate and Master of Business Administration degrees from Emory University. Peter is also a certified financial planner professional.

REGISTER HERE

Location and Address

Alumni Hall, Connolly Ballroom
4227 Fifth Avenue, Pittsburgh PA 15260

Directions and Parking Information

Parking vouchers will be available for those who park at the Soldiers and Sailors Parking Garage at 4101 Fifth Avenue, Pittsburgh, PA 15260