fbpx

Retirement & Estate Planning 101: Planning Mistakes and How to Avoid Them

Type: seminar Date: March 19 Time: 04:30 PM - 06:00 PM Venue: Primrose, 724 Maple Grove Road, Duluth,

At the workshop we will discuss several topics including:

  • What are the 6 Costly Mistakes families make in their estate plans?
  • PROBATE: What is it? Why does everyone want to avoid it?
  • How do I ensure my children don’t waste or lose their inheritance?
  • If I die first, and my spouse remarries, will my kids still get the money?
  • How do I leave my money to my kids whom are financially irresponsible?
  • How do I keep my assets in the family and protect them from lawsuits, or my child’s ex-spouse?
  • What is the importance of having my Trust updated in the light of the recent changes to Estate Tax Laws? 

Event is due and cannot be registered at the moment