Helping Protect Your Estate Assets and Avoid Unintended Consequences 

Estate Conservation Seminar 

No Charge. Informational Only. Nothing will be sold. 

[VENUE NAME]

[ROOM]

[ADDRESS]

[CITY, STATE, ZIP]

SEATING IS LIMITED, SO SIGN UP TODAY!

NO CHARGE TO ATTEND

MONTH

00

DAY

[TIME-FRAME]

OR

MONTH

00

DAY

[TIME-FRAME]

Attend this seminar and learn about:

  • Calculating the value of your estate

  • Benefits of estate conservation

  • Intestacy and how it affects estate distribution

  • Probate and how to potentially avoid it

  • Current federal estate tax provisions 

  • Strategies that could help reduce taxes

  • How to finalize your last wishes

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

  • Estate distribution techniques, including wills, trusts, and charitable giving

Why you should attend this seminar:

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.

 

Join us at the [VENUE NAME] for an educational workshop on [DATE] from [TIME-FRAME] where we’ll focus on sound estate conservation strategies that could help preserve more of your wealth for your heirs and charitable causes.

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.

© 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.