Living Trusts & Wills Seminar

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).