Trusts 101: What Every Family Needs to Know About How Trusts Protect Wealth!
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• The different types of Trusts and why more families are choosing Trusts to protect their wealth.
• How the Tax Cuts and Jobs Act should change your estate planning and wealth protection strategies.
• Why gifting assets to loved ones outright in their own names can hurt them and you.
• How, without the proper planning, your assets could end up in the wrong hands.
• The bloodline protection and remarriage protection a Trust can provide.
• Why Trusts can be especially important if you have retirement plans/IRAs.
• Tax savings through Trusts.
• Why you need to protect your special needs loved one with a Special Needs Trust.
• Trust protection for land owners.
* Why you need to start planning now
* Why your current POA can’t do the job you need it to
* How put a cap on what you will pay for nursing home care
* How to avoid probate
* How to protect your home, farm, oil & gas for your spouse and future generations
* How never to be a burden on your kids
* And more!
Estate Planning 101
Watch an online webinar today!
Wine & Wills
Watch an online webinar today!
Join us online from the safety of your home for an evening of wine and great conversation. We'll be discussing some of the most commonly asked questions when it comes to elder law and estate planning!
• What estate planning documents are essential in your second half of life
• Why you don't want your will to control who gets what after you're gone
• How to safeguard your children's inheritance from divorce, bankruptcy, lawsuits, addiction issues, etc.
• The asset protection language that is critical to have in your power of attorney document, which you probably don’t have now
• What planning strategies to use to protect assets from long-term care costs
• What is the important role a trust plays in planning your estate
• And more!
Who Needs Estate Planning? What You Need to Know Now!
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Don't want to wait to get your plan started? Schedule your FREE consultation today!