ESTATE PLANNING

Helping Protect Your Estate Assets and Avoid Unintended Consequences
COURSE DESCRIPTION

Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.

When you attend the workshop, you will receive a full-color, 20-page workbook on estate planning. This resource is filled with essential information, exercises, and questions that may help you assess your current situation and develop a strategy that may help preserve your assets. Perhaps best of all, you’ll be eligible for the complimentary consultation offered to all workshop participants.

TOPICS COVERED INCLUDE:
  • How to control who gets what, when and how

  • How to avoid probate

  • How to calculate the value of your estate

  • Intestacy and how it affects estate distribution

  • The difference between a revocable or irrevocable trust

  • Strategies that could help reduce taxes

  • Step-up in basis rules on inherited assets versus carryover basis rules on gifts

  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

UPCOMING EVENTS
 

St. Louis, MO Area

Live Seminar

Seminar Dates & Times

Monday, October 12th from 6:00 PM - 8:00 PM

Monday, October 19th from 6:00 PM - 8:00 PM

Silver Lake, OH Area

Live Seminar

Seminar Dates & Times

Tuesday, October 13th from 11:30 AM - 1:00 PM

Elyria, OH Area

Live Seminar

Seminar Dates & Times

Wednesday, October 14th from 12:00 PM - 2:00 PM

Tuesday, October 20th from 12:00 PM - 2:00 PM

Broadview Heights, OH Area

Live Seminar

Seminar Dates & Times

Wednesday, October 14th from 11:30 AM - 1:00 PM

Tuesday, October 20th from 11:30 AM - 1:00 PM

North Canton, OH Area

Live Seminar

Seminar Dates & Times

Thursday, October 15th from 11:30 AM - 1:00 PM

Paragould, AR Area

Live Seminar

Seminar Dates & Times

Thursday, October 15th from 11:30 AM - 1:00 PM

Orange County Area

Live Webinar

Webinar Dates & Times

Thursday, October 15th from 1:30 PM - 2:15 PM

The East End, Long Island Area

Live Webinar

Webinar Dates & Times

Monday, October 19th from 11:00 AM - 12:00 PM

Canton, OH Area

Live Seminar

Seminar Dates & Times

Monday, October 19th from 11:30 AM - 1:00 PM

Wednesday, October 21st from 11:30 AM - 1:00 PM

Oklahoma City, OK Area

Live Seminar

Seminar Dates & Times

Tuesday, October 20th from 11:30 AM - 1:00 PM

Fort Myers, FL Area

Live Webinar

Webinar Dates & Times

Tuesday, October 20th from 10:00 AM - 11:00 AM

Thursday, October 22nd from 12:00 PM - 1:00 PM

Canton, OH Area

Live Seminar

Seminar Dates & Times

Wednesday, October 21st from 11:30 AM - 1:00 PM

Wednesday, October 21st from 6:00 PM - 7:00 PM

Sandusky, OH Area

Live Seminar

Seminar Dates & Times

Wednesday, October 21st from 12:00 PM - 2:00 PM

Wednesday, October 28th from 12:00 PM - 2:00 PM

Youngstown, OH Area

Live Seminar

Seminar Dates & Times

Monday, October 26th from 11:30 AM - 1:00 PM

Silver Lake, OH Area

Live Seminar

Seminar Dates & Times

Tuesday, October 27th from 11:30 AM - 1:00 PM

© 2020 Estate Planning 567 

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however, 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail. 

This presentation is strictly informational. No investments will be promoted. However, the Attorney or Financial Professional presenting may invite you to a follow-up consultation where financial products may be presented or offered. The information presented at this seminar is intended for general purposes only and does not constitute legal advice. You should contact your attorney to obtain advice with respect to any particular legal matter. Neither Estate Planning 567 nor the Attorney or Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.