Estate Planning 101s & Introduction of SECURE ACT

Individuals and Small business owners do need an estate plan or a business succession plan so that you can leave your hard-earned legacy wisely with the ones you loved, but also able to attach necessary strings so that the estate will be administered in the way you like, and with the values you cherished. Individuals also need to make sure they appoint a trust-worthy guardian for their children so that minors can be taken care of with the legacy without court’s involuntary interference.

Small business owners who has set up or thinking of setting up a retirement plans, and individuals who nested their assets mostly in their retirement accounts, e.g. IRAs, 401Ks etc. may want to come and know the recent changes of the SECURE ACT, and to understand how this recent rule changes will add tax benefits for your business, and how it might burdensome your next generation’s tax liability by leaving an estate in your retirement accounts.

Estate planning attorneys Fiona Wang and Financial Advisor Maria Litzinger will jointly present the above knowledge to you, so that you are equipped with what you need to know about estate planning basics and the new rule change.

Time: April 3rd, 2020 (Friday); 12-2pm
Venue: First Flight Venture Center, Hutchinson Conference Room
Address: 2 Davis Dr., Durham NC, 27703.
Lunch: Complimentary Pizza.
Fees: Non-members $5, Members Free.

Speakers:

Maria Litzinger

Biography Introduction: As a financial advisor with Edward Jones, I enjoy the opportunity to work with my clients on their financial goals. I bring a unique perspective to my practice as I was an Edward Jones client for over a decade prior to becoming a financial advisor. Through that experience, I learned that having a financial advisor dedicated to your success is key to helping define your personal goals and keep you on track.

In my practice, I focus on partnering with my clients to understand their financial goals, customizing strategies to help achieve those goals and exceeding my clients’ service expectations. I have been recognized and awarded within Edward Jones for exceptional achievement.

While originally from Pittsburgh, PA, Apex has been my home for 14 years now. I have the pleasure of being married to my wonderful husband, Brian, and we have two elementary school children who keep us very busy with their activities in and out of school. I enjoy traveling, reading, working out and spending time with family and friends. I am very involved with activities with the Apex Chamber of Commerce, several local and national charities and my church.

Work History
Edward Jones
January 2018 – Present
United Therapeutics
September 2013 – November 2017

Education
Carnegie Mellon University
Masters

Speakers:

Fiona Wang

Fiona Wang is specialized in providing comprehensive and creative legal solutions for small business owners and real estate investors by offering detail-oriented and relationship based legal services. We strived to provide wise estate planning options to our business and real estate clients so that they can leave their legacy wisely and with their mind at peace, and we serve individuals and families to make sure their loved ones are being taken care of.

Fiona Wang is a licensed attorney in New York and North Carolina. She is graduated from Renmin University of China, with bachelors and masters of law degree, and obtained a Juris Doctor degree from University of Missouri School of Law. Fiona Wang lives in Cary with her husband and two daughters.