Free Webinar

Estate Planning IS Family Succession Planning

Philip T. Purpura, CFP® of Bridge Wealth Strategies, Inc. invites you to come learn about...

  • The advantages and disadvantages of Wills and Living Trusts.

  • How Probate Court works and why you may want to avoid it for your family.

  • How Powers of Attorney work and don’t work. (Some may not be valid if you are disabled or pass away.)

  • Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.

  • Why putting property in your children’s names may be a mistake.

  • How the new SECURE Act affects your trust and/or retirement accounts.

  • Best Practices for naming retirement account and Life Insurance beneficiaries.

  • Philip T. Purpura, CFP®

    Founder | CEO Bridge Wealth Strategies, Inc.

  • Scott Garcia

    Estate Planning Specialist | ePIC Services Company

  • Ciara Lister, ESQ.

    Network Attorney | ePIC Services Company

  • Jennifer Surmacz

    Network Attorney | ePIC Services Company

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