Legacy Wealth Planning Educational Workshop

In this online seminar, you will learn how to avoid common estate planning mistakes, as well as:

o Whether you need a Will or Trust? Discover the advantages and disadvantages of both.

o How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.

o 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!)

o 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.

o If you will owe estate taxes, learn how to help your heirs minimize or even avoid “death” taxes after your passing.

o 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.

o 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.

o Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.

o 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!).

o How to qualify and use Medicaid to pay for nursing home expenses which can average $9,817 monthly.

o 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).

o If you have any questions about this seminar, please do not hesitate to contact us.

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