The Truth About Estate Planning

by Jackie Bedard on June 8, 2010

in Asset Protection,Estate Planning,General

The Truth About Estate Planning

Asset Protection Workshop

Tuesday, June 22nd

6:30 pm to 8:30 pm

Discover why most wills and trusts don’t work and what you can do about it.

Is this workshop for you?

This workshop is designed for those…

  • Who don’t know where to start
  • Interested in protecting their family’s wealth from being siphoned off by creditors, divorce, or taxes
  • Who have seen loved ones or friends pass away, leaving a mess and added stress and frustration to those left behind
  • Who want to hear about a proven process that will bring true peace of mind
  • Who already has a will or trust, but has doubts as to whether it’s the best plan for their family

This workshop will be especially helpful to:

  • Those with a will or trust over three years old or that have recently moved here from another state
  • Those in a second marriage
  • Business owners
  • Anyone nearing retirement
  • Those wondering if their parents or grandparents have planned effectively

What you will hear at the Truth About Estate Planning workshop…

  • How to transfer your financial wealth and “life wisdom” to future generations
  • What to consider before meeting and selecting an estate planning attorney
  • Why most living trusts do not work and how to assure your trust meets your goals
  • How to leave assets to your loved ones protected against divorces and creditors
  • How a second marriage puts your assets at risk, even if you live “’til death do us part”
  • Probate–why does everyone want to avoid it?
  • The hidden costs of a basic will or trust
  • Why are many powers of attorney not accepted by financial institutions?
  • What is the impact of changing estate tax laws?
  • What is trust funding and why it is essential to the success of your living trust
  • Why you should have professional counseling on how to fund your living trust
  • The estate planning process–who do you meet with and how do you prepare?
  • Counseling vs. word processing–what are you really paying for?
  • How to make life easier on your loved ones in troubling times
  • Do your children know what to do?
  • How often should you update your estate plan?
  • What is the real cost of an outdated estate plan?

Reservations required. Register now!

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