Fleming's Prime Steakhouse and Wine Bar

Helping Protect Your Estate Assets and Avoid Unintended Consequences 

Estate Planning Seminar 

No Charge. Informational Only. Nothing will be sold. 

The Crush House at Gervasi Vineyards Can

Venue Name

FREE (LUNCH or DINNER SEMINAR

ROOM
ADDRESS

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SIGN UP TODAY!

NO CHARGE TO ATTEND

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October

19

Monday

OR

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22

Thursday

October

5:30 PM - 7:30 PM

5:30 PM - 7:30 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 NAME for an educational workshop on DATE TIME 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.