Janney A FINANCIAL PLAN MAY HELP YOU PUT MORE MONEY IN YOUR HEIRS' POCKETS AND LESS IN THE TAX MAN'S Maximizing the amount of your estate that, when it's time, goes to your loved ones-and not to taxes or other expenses-is a top priority. THERE ARE WAYS TO STRUCTURE TRUSTS AND ASSIGN BENEFICIARIES TO HELP ASSURE: Your estate doesn't get depleted by long-term care costs Your loved ones don't have to worry about paying funeral expenses out of pocket Your designated heirs and charities receive their legacies in a tax-efficient way Contact us today to discuss tax-efficient strategies to help you leave the legacy you envision to the people and causes that matter to you. Janney THE BUTERA JORDAN BENDER HENDRICKS GROUP OF JANNEY MONTGOMERY SCOTT LLC 613 Baltimore Drive, Suite 202, Wilkes-Barre PA 18702 I 570.331.2751 I pbutera@janney.com I www.thebjbhgroup.com www.JANNEY.COM. O JANNEY MONTGOMERY SCOTT LLC - MEMBER: NYSE, FINRA, SIPC REF: 642800-0422 Janney A FINANCIAL PLAN MAY HELP YOU PUT MORE MONEY IN YOUR HEIRS' POCKETS AND LESS IN THE TAX MAN'S Maximizing the amount of your estate that, when it's time, goes to your loved ones-and not to taxes or other expenses-is a top priority. THERE ARE WAYS TO STRUCTURE TRUSTS AND ASSIGN BENEFICIARIES TO HELP ASSURE: Your estate doesn't get depleted by long-term care costs Your loved ones don't have to worry about paying funeral expenses out of pocket Your designated heirs and charities receive their legacies in a tax-efficient way Contact us today to discuss tax-efficient strategies to help you leave the legacy you envision to the people and causes that matter to you. Janney THE BUTERA JORDAN BENDER HENDRICKS GROUP OF JANNEY MONTGOMERY SCOTT LLC 613 Baltimore Drive, Suite 202, Wilkes-Barre PA 18702 I 570.331.2751 I pbutera@janney.com I www.thebjbhgroup.com www.JANNEY.COM. O JANNEY MONTGOMERY SCOTT LLC - MEMBER: NYSE, FINRA, SIPC REF: 642800-0422