ESTATE PLANNING, RETIREMENT & TAXES SIMPLIFIED
Date:
March 7
Time:
6:00 pm - 8:00 pm
Will My Estate End Up In Probate? | Is My Estate Plan Outdated? | Will I Outlive My Savings?
Wills & Living Trusts – Learn the advantages and disadvantages of both.
Asset Protection – How to potentially protect your assets and your family’s inheritance from creditors, divorce, and lawsuits.
Probate – What is it, and how to prevent it?
Tax Planning – What do the proposed changes mean for you? Strategies to potentially reduce taxes on your retirement accounts, Social Security, capital gains, interest, income, and estate.
New Rules to Retirement – Could new legislation impact you? Steps you can take to help minimize taxes you pay on retirement savings.
State of the Economy – How this may impact your assets.
How to Avoid Common Estate & Retirement Planning Mistakes…It Could Cost You Your Life Savings