Estate Planning

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this seminar:
Now more than ever, it is vital to have a plan in place that aims to protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to try to reach your personal and family goals.

Attend this seminar and learn about:

• Maintaining family wealth over multiple generations
• Understanding the biggest threats to the preservation of wealth
• Strategies that could help reduce taxes
• How retirement planning, portfolio-mix and risk tolerance can affect future generations

E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC.  Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training.  MAS and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies and MAS are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.