Estate Planning Basics Seminar
Join us for a FREE informative and engaging seminar on the basics of estate planning. This seminar is designed to help you navigate the complexities of estate planning with ease. Our speaker will cover essential topics such as wills, trusts, and power of attorney, providing you with the knowledge you need to protect your assets and ensure your loved ones are taken care of. Learn why estate planning is so important, no matter the size of your estate. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. We’ll cover these topics:
- Will vs Trust: which is best for you
- What is probate and how to avoid it
- How estate taxes impact your family
- How do you protect your assets when faced with long-term care needs
- How do I specify health care at the end of life for myself or my parents
- How should I select beneficiaries for my accounts
- For my 401(k) or IRA, what is the difference between naming my heirs or my trust as the beneficiary
- How does a beneficiary IRA work
- Is my current will or trust sufficient
Approximately 60% of adults do not have a will or living trust in place for themselves or their families. Don’t miss this opportunity to gain valuable insights and get your estate planning questions answered. Seats are limited, reserve your spot today!