Helping Protect Your Estate Assets and Avoid Unintended Consequences 

Estate Planning Webinar 

No Charge. Informational Only. Nothing will be sold. 

Estate Planning Webinar - New Baltimore, MI

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NO CHARGE TO ATTEND

Eastern Time Zone

October

7

Wednesday

OR

11:00 AM - 12:30 PM

October

7

Wednesday

6:00 PM - 7:30 PM

Attend this webinar 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

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 for an educational webinar on Wednesday, October 7th from 11:00 AM - 12:30 PM EST or Wednesday, October 7th from 6:00 PM - 7:30 PM EST where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

 

Why you should attend this webinar:

Featured Speakers

Kelly Boyd, AIF®

Financial Planner

As a frequent educational speaker, I have reached thousands of people in my surrounding communities, by lecturing on social security, estate planning, taxes in retirement and retirement income planning. Having 30 years in the business has given me the ability to gain a wealth of knowledge that I can proactively offer all individuals.

 

What brings me the most satisfaction daily, is that my clients are 100% confident that they can retire in the lifestyle that they so choose without having to worry about their investments. By bringing my expertise and positioning portfolios in a way that regardless of the market conditions, they will live their retirement dreams.

Loren M. Mannino

Loren Mannino joined Michigan Law Center in 2018. Since 1980, Loren has been dedicated to helping families and institutions resolve conflicts. In the first 25 years of his career, he practiced as a trial lawyer, representing companies and individuals in over 50 jury trials in civil and criminal court, including many family law cases. In 2007, Loren formed ManninoMartin with his wife, attorney Elizabeth Martin in Sterling Heights, concentrating mainly on Probate Court cases involving wills, trusts and estate administration.

 

Loren continued to carry on the practice after his partner, Elizabeth, joined the Social Security Administration. Today, Loren represents Michigan Law Center and brings his expertise to the firm by advising on and handling cases before the Probate Court, estate planning, public speaking via seminars and webinars, and always willing to jump in and help a client in need.

© 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.