Living Trusts and Wills Seminar

Type: seminar Date: September 29 Time: 01:00 PM - 02:00 PM Venue: The Westin Princeton at Forrestal Village, 201 Village Blvd, Princeton, New Jersey
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:The Westin Princeton at Forrestal Village 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:201 Village Blvd DTSTART:20210929T130000 DTEND:20210929T140000 URL;VALUE=URI:https://www.levinefurman.com/seminars/living-trusts-and-wills-seminar-93/ SUMMARY:Living Trusts and Wills Seminar LOCATION:The Westin Princeton at Forrestal Village, 201 Village Blvd, Princeton, New Jersey PHONE: DTSTAMP:20210924T111057 UID:614db241ca6f0 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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