Illustration of family hugging


Family Business Legacy Plan with Maria L. Ellis, M.B.A.

March 24, 2022
5:30 PM – 7:00 PM


The Ultimate Guide to Creating a Legacy for Your Family Without Paying Too Much in Taxes

Join us for this fireside chat with Maria L. Ellis, M.B.A., and learn how to create a family business legacy plan. While developing a fair and equitable plan may seem tough, it doesn’t have to be if you start with the right mindset and your desired goals and objectives in focus.

About Maria L. Ellis, M.B.A.

Maria L. Ellis

Maria L. Ellis, M.B.A., author of the book, Achieving Financial Freedom, and board member of the American Association of University Women (AAUW) in New York. She has spent decades helping people achieve their financial goals so they are best prepared for their futures.

In her new book, Family Business Legacy Plan: The Ultimate Guide to Creating a Legacy for Your Family without Paying Too Much in Taxes, Maria will explain:

  • Why you don't need to have all your legacy issues figured out to create a plan.
  • How to identify and prioritize your assets prior to implementation and distribution.
  • How a well-designed family business legacy plan minimizes federal, state, and city taxes, enabling you to keep more money for your family.
  • The biggest mistakes successful business owners make and why professional advice can save you from losing money.

Learn and begin the process of creating a family business legacy plan that suits your estate planning goals today.