This Event has Passed
Estate Planning Seminar
Join us at this COMPLIMENTARY workshop for a discussion about:
◆ Whether you need a will or trust? Discover the advantages and disadvantages of both.
◆ How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
◆ How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
◆ All about the probate process and what steps can you take now to help your family avoid this expensive and time-consuming legal process when you’re gone.
◆ If you will owe estate taxes. Learn how to help your heirs minimize or even avoid “death” taxes after your passing.
◆ How to create a long-term care plan before it’s needed so that you are able to stay as independent as possible and in complete control of your decisions as you age.
◆ Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way.
◆ Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
◆ How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance could legally go to the new husband or wife!).
◆ How to qualify and use Medicaid to pay for nursing home expenses which can average $14,000 monthly.
◆ How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).
Attendees are entitled to a complimentary consultation with one of our estate planning attorneys.
Event Links
Website: https://go.evvnt.com/2991310-0
