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Living Trusts and Wills Seminar - Levine, Furman & Rubin, LLC

Living Trusts and Wills Seminar

Type: seminar Date: April 20 Time: 04:00 PM - 05:30 PM Venue: Colts Neck Inn Steak & Chop House, 191 Route 537, Colts Neck, New Jersey
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Colts Neck Inn Steak & Chop House DESCRIPTION:At the workshop, we will discuss: 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 […] ADDRESS:191 Route 537 DTSTART:20210420T160000 DTEND:20210420T173000 URL;VALUE=URI:https://www.levinefurman.com/seminars/living-trusts-and-wills-seminar-61/ SUMMARY:Living Trusts and Wills Seminar LOCATION:Colts Neck Inn Steak & Chop House, 191 Route 537, Colts Neck, New Jersey PHONE: DTSTAMP:20210416T110630 UID:60796fb6ea56b END:VEVENT END:VCALENDAR
      Living Trusts and Wills Seminar.ics

At the workshop, we will discuss:

  • 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!)
  • All about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process.
  • If you will you owe estate taxes and how to help your heirs minimize or even avoid “death” 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 $11,000 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).
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