Silver Lake Country Club Silver Lake, OH

Helping Protect Your Estate Assets and Avoid Unintended Consequences 

Estate Planning Seminar 

No Charge. Informational Only. Nothing will be sold. 

Silver Lake Country Club

Complimentary lunch will be provided

Banquet Room

1325 Graham Rd, Silver Lake, OH 44224

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SIGN UP TODAY!

NO CHARGE TO ATTEND

October

13

Tuesday

11:30 AM - 1:00 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. Per the governor's orders, masks are required.

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 Silver Lake Country Club for an educational workshop on Tuesday, October 13th from 11:30 AM - 1:00 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. You and an adult guest are cordially invited to attend a special lunch event in Silver Lake, OH. Seating is limited for social distancing purposes and the safety of our guests. So please guarantee your space now by using one of the convenient RSVP options listed. 

 

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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.