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Who Should Attend?
(If you answer yes to any of the following)
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I want to protect my loved ones’ inheritance
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I have minor children or loved ones with special
needs
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I want to minimize estate tax
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I have an existing plan over 3 years old
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I have no planning at all
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I don’t know how much my attorney will charge to
probate my estate or settle my trust in the event of disability
or death
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I want to avoid court fees if I’m disabled
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I have a retirement plan or IRA and want to avoid
unnecessary income taxes at death
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I am actively considering retirement options or am
nearing age 70
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I have no idea what the payment options are on my
pensions or annuities
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I’m concerned if I will outlive my money
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What You Will Learn:
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How you can have a plan that costs less and
provides more protection and preservation of your property that
you leave behind
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How to provide for minors or special needs
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How to control and avoid most of the costly,
common estate planning mistakes
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How to make sure your tax planning works
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How to keep your plan up to date
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The real costs of estate planning
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Why many plans don’t work
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How a disability can threaten your retirement
strategy (and how to protect against it)
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How to properly title and own your property to
achieve asset protection and preservation
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To teach your family important legal steps of how
and what they will need to do if you become disabled or die
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