Estate Planning 101

Everyone needs an Estate Plan. It's vital for any individual, couple or family that owns a home and has assets. It's time to make sure your Estate Plans are in good order. You will learn how comprehensive estate planning can be used to maximize your retirement accounts to provide care for yourself and to preserve your legacy for your family. This seminar will provide you with facts that are straightforward and easy to understand.

• The advantages and disadvantages of having Wills and Living Trusts
• Ways to pass on more than just your assets and leave a true legacy
• Tools and strategies available to help reduce your tax burden in retirement
• 6 strategies for a strong generational wealth management plan
• Ways to help ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy
• Ensure your beneficiaries get their inheritance without selling assets
• How bracket topping can potentially minimize tax implications of Roth Conversions and enhance the value of your estate
• How probate works and, more importantly, how you can help your family avoid it all together!

This seminar is designed to help you and your family avoid the most common costly mistakes