Description

We believe you should not have to lose everything you spent a lifetime to earn and that life should be easier for those you leave behind. In this important estate planning seminar you'll learn techniques that integrate legal, financial, and tax planning concepts to meet these goals. By the end you'll have created a personal checklist designed to help you get your ducks in a row. Specifically you will learn: How to protect your family from major unnecessary costs, like probate and certain taxes, when someone dies. The most important legal documents you need to protect your assets. The new SECURE Act can mean NEW punitive taxes when you leave your IRAs. 401(k), and other retirement accounts to your children. How to safeguard the monies you leave for loved ones. How NOT to lose everything from a catastrophic healthcare event, like a nursing home stay or extended illness. Join us to learn about these topics and more at our live seminar held in Troy, Ohio. We will be following all updated CDC guidelines by keeping tables and groups apart, as well as limiting the number of people in attendance. Register now to reserve your spot.