Seminars Category: Estate Planning

Tue 18
Legacy & Estate Planning Educational Webinar
Date: August 18 Time: 02:00 PM - 03:30 PM Type: webinarCategory: Estate Planning
Details
template1-family

[event_minutes]

[event_day]

[event_date]

[event_time]

What You’ll Learn in This Webinar

  • The advantages and disadvantages of both Wills and Trusts.
  • How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
  • How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
  • If you will you owe estate taxes and how to help your heirs minimize or even avoid â€śdeath” taxes after your passing.
  • Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
  • How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
  • How to qualify and use Medicaid to pay for nursing home expenses which can average over $15,178 monthly.
  • How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).
Vector

[wpe_webinar_form1]

You’ll receive a custom Zoom link. No spam, unsubscribe anytime.

presenter-banner
Tab-Artis

Meet Your Expert Presenter


Scroll to Top