Audrey Peartree: Leaving your Legacy

Leaving your Legacy: Planning for the Family Camp and More

Speaker: Audrey Peartree

Audrey’s talk will answer such questions as:  What is an estate plan?  What happens if you don’t have an estate plan? How can you minimize or eliminate federal and New York State estate taxes? Which assets should be controlled by beneficiary designations and why? How can assets be protected from the costs of long-term care? What can you do to ensure that your family camp is passed down to generations to come? 

Audrey counsels individuals and families on the transition of assets both during life and at death, whether it be the transfer or sale of a family owned business, the administration of a trust or an estate, or creating documents which govern the disposition of assets such as wills, revocable trusts, pre-nuptial agreements and irrevocable trusts. She incorporates into each transition plan strategies and techniques…