Friday, October 14, 2011


For most Americans, estate planning is something that they'd rather put off for another day. After all, deciding how they want their assets distributed is a stark reminder of their mortality.

However, there are numerous reasons why each of us should tackle this task with at least some eagerness. This includes naming the people to whom we wish to give our assets, ensuring that the government receives only its fair share, gaining the satisfaction of having our financial house in order, and knowing that we're not burdening our loved ones with an administrative nightmare.

On Wednesday, Oct. 19 from noon to 1 p.m., we'll be hosting a free, informative Webinar entitled "What's In Your Estate Plan? (And Is It Still Working For You?)." Led by my colleague, Christopher L. Cimijotti, CPA, manager, the session will focus on the basics of an estate plan, as well as how it needs to be reviewed and revised periodically in order to be effective.

Participants will learn how to take stock of their assets, including investments, retirement accounts, insurance policies, real estate and any business interests. Chris, who has has provided personal, estate and trust planning and business taxation services to an array of clients for more than 25 years, will also discuss what they want to achieve with those assets and who they wish to inherit them, as well as changes brought about by the late 2010 legislation.

PC-based attendees are required to have: Windows 7, Vista, XP or 2003 Server, while Macintosh-based attendees need Mac OS X 10.4.11 (Tiger) or newer.

Space is limited. Reserve your seat now by going to:

After registering you will receive a confirmation email containing information about joining the session.

For more information, call (518) 785-0134, or drop me a note at