Monthly Archives: April 2015
Shop Putnam Business & Home Expo
Join us between 11:00 a.m. and 4:00 p.m. on this Sunday, April 19th at the Shop Putnam Business & Home Expo! Where: Mahopac High School, 421 Baldwin Place Rd., Mahopac, NY 10541 Why: Meet and mingle with local business owners and leaders. Take advantage of Expo specials being offered to visitors attending the Expo…. Read More »
When Should I Consider A Life Insurance Trust?
A life insurance trust is a great way to avoid estate taxes on the proceeds from your life insurance policy. For most people, their life insurance proceeds will be included in their gross taxable estate when they die. The general rule is that life insurance proceeds will be included in the gross taxable estate… Read More »
Free Continuing Education Credits For Realtors
Three (3) continuing education credits for realtors. Meyer & Spencer, PC is happy to co-sponsor this event with our friends at Tompkins Mahopac Bank! Join us with Glenn Wu on April 22nd at 3 pm at the Tompkins Mahopac Bank branch in Brewster, NY. We look forward to seeing you there!