Estate Planning Webinar
Date: June 18
Time: 10:00 AM - 11:30 AM
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DESCRIPTION:In this online seminar, you will learn how to avoid common estate planning mistakes, as well as: — Whether you need a will or trust? Discover the advantage 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 […]
SUMMARY:Estate Planning Webinar
Estate Planning Webinar.ics
In this online seminar, you will learn how to avoid common estate planning mistakes, as well as:
— Whether you need a will or trust? Discover the advantage 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 probate 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 you 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 will legally go to the new husband or wife!).
— 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).
— If you have any questions about this seminar, please do not hesitate to contact us.
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