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Leaving A Legacy


If you were unable to join us for the live Leaving A Legacy? Tax-Efficient Asset Transfer webinar, we recorded the session and have it available below.

You will learn:

  • Ways to help you understand some of the factors involved with transferring assets in a tax-efficient manner so you can make an informed decision, one that best meets your needs and assures the greatest benefit for your loved ones.

Webinar Recap

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.

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