Estate Planning Boot Camp

Did you know that if you are married, only about 15% of the total value of all your assets will be controlled by the terms of your Last Will and Testament?  Did you also know that according to various studies, over half of adults in the United States do not have a will?  Estate planning, though seemingly complicated, tedious, and time-consuming, is an often overlooked aspect of our personal finances.  Please join us for an estate planning boot camp where Larry Metzler will teach you how to:

• Plan and protect your estate and your children’s inheritance
• Minimize the impact of federal and state estate and inheritance taxes
• Protect your estate from the “spend down” of your assets on long term nursing home care
• Protect your estate from extended probate and legal entanglements
• Create a “Legacy Plan” to enable you to lower death taxes and pass more of your wealth to your loved ones

Larry Metzler is the President of Apogee Financial Services Group, Inc., and Innovative Retirement Solutions, LLC, and the founder of the law firm of Metzler Law, LLC. His financial planning practice and his law practice are both located in Moorestown, New Jersey. Larry’s entire career has been focused exclusively on financial planning, estate planning, retirement planning, asset protection and wealth preservation planning, personal and business tax planning, and real estate matters.  He is also a member of the New Jersey Bar Association, the Burlington and Camden County Bar Associations, the National Academy of Elder Law Attorneys (NAELA), and the Society for Financial Awareness and the International Association of Registered Financial Consultants.  Larry is also The Society for Financial Awareness (SOFA) Chapter President for Burlington and Camden Counties.

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The program is presented by the New Jersey State Library.