Preserve What Matters Most to You
Our comprehensive presentation is designed to help you better understand estate planning strategies and how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your estate. Inform yourself by attending one of our complimentary workshops.
Who needs estate planning?
Everyone, but especially people ages 50 and up, and people concerned with leaving a legacy for their families.
What estate planning documents do I need?
We’ll help you with that during our course; our goal is to give you comprehensive information on everything you need to know about estate planning.
Why is estate planning important?
No one likes to think about estate planning, because no one wants to think about dying—however, most people want to leave a legacy for their families.
Do you know how to keep your assets out of probate, reduce tax-exposure* and have a plan to ensure your heirs retain your assets? Join us at an upcoming workshop where we'll cover:
- Options for avoiding court interference with your affairs.
- Reducing tax exposure when transferring assets to heirs.*
- Strategies for transferring assets without probate.
- Protecting your assets against potential risks such as children's debt, divorce and disability.
- Identifying the documents needed to protect your estate.
- Understanding the difference between a will and trust.
- Establishing a power of attorney and why it could be important.
- Strategies to help protect heirs from blowing their inheritance.
- Navigating Medicaid benefits.
- Different approaches to maximize your children’s inheritance.
- Leveraging dollars for planned giving.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
© 2019 Financial & Estate Planning 101
Advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product by a licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
This presentation is designed to provide accurate and authoritative information on the topics covered. However, it is not intended to provide specific legal, tax, or other professional advice. For specific tax or legal assistance, the services of an accountant or attorney should be sought.
Not associated with or endorsed by the Social Security Administration or any other government agency. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.