Helping Protect Your Estate Assets and Avoid Unintended Consequences
Estate Planning Seminar
No Charge. Informational Only. Nothing will be sold.
VENUE OR Webinar
Free (LUNCH OR DINNER) SEMINAR
390 Park St,
Birmingham, MI 48083
Join us at VENUE on 11/10 for an in-person seminar.
Join us on 11/12 for a live webinar.
SIGN UP TODAY!
NO CHARGE TO ATTEND
11:00 AM - 12:30 PM
11:00 AM - 12:00 PM
Attend this seminar and learn about:
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
The importance of having a trust and life insurance policy if you're from a blended family
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
How to NOT disinherit your children and grandchildren because of divorce or other triggering events
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.
Why you should attend this seminar:
Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
Join us at the VENUE for an educational workshop on Tuesday, November 10th from 11:00 AM - 12:30 PM in ROOM or for a live interactive webinar on Thursday, November 12th from 11:00 AM - 12:00 PM where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes. The concepts discussed in this course are most suitable for those with investable assets of $250k or more.