Broker Check
21 July
Leaving A Legacy? Tax-Efficient Asset Transfer


Even if you don’t consider yourself wealthy, you’ve likely worked hard to save the money you want to leave for your loved ones after you’re gone. Now you may be at a point where you are considering how to pass some of these assets on to the next generation ─ your children or grandchildren, or to a favorite charity. However, you may be very surprised by just how much taxation may eat away at the inheritance you intend to leave your heirs.

Join us Wednesday, July 21st at 2:00 PM ET as we discuss ways to help you understand some of the factors involved with transferring assets in a tax-efficient manner so that you can make an informed decision; one that best meets your needs and assures the greatest benefit for your loved ones.

You do not have to be a Hudson Valley Credit Union member to attend, and we encourage you to extend this invitation to family or friends that could also benefit from this topic. 

The opinions voiced in this material are for general information only and are not intended to provide specific investment advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. This presentation includes an educational discussion of strategies involving life insurance, but is not a solicitation to sell any specific insurance product. For information about specific insurance needs or situations, consult an insurance agent.

Anthony Bosco and Western & Southern Financial Group/National Integrity NY, are not affiliated with or endorsed by LPL Financial or Wealth Management at Hudson Valley Credit Union.

Date and Time

Wed, Jul 21, 2021

2:00p - 3:00p EST


Online Event


Event Registration