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- What is the real cost of an outdated estate plan?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!
