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
 
Silver Lake Country Club Silver Lake, OH

Silver Lake, OH Area

Live Seminar

Seminar Dates & Times

Wednesday, January 20th from 11:30 AM - 1:00 PM
Wednesday, January 27th from 11:30 AM - 1:00 PM