Heath Village is proud to partner with Nisivoccia for an introductory discussion regarding estate planning and tax strategies for seniors.

Glenn Schwier, CPA, JD and Partner at Nisivoccia LLP will be presenting at the seminar. Glenn specializes in personal tax matters including estates,
trusts and individual tax strategy. Topics for discussion include:

Learn if your assets are controlled by your Will or other document(s)
Probate vs non-probate property
Charitable planning through charitable gift annuities and remainder trusts
New Jersey inheritance tax and beneficiary classes
Who pays the tax?
When do you need to file a Federal Estate tax return?