What You'll Learn
- WILLS, TRUSTS, AND PROBATE: The important facts, changes and how they may drastically affect your plans.
- INFLATION: How much purchasing power do you stand to lose in the next 5, 10, or 20 years?
- THE ECONOMY: Will inflation and rising costs cripple the economy and cause a recession?
- POWER OF ATTORNEY: The true importance of a powerful power of attorney and why some documents fall short.
- SOCIAL SECURITY: How can you maximize your benefits and protect your spouse?
- HEALTH CARE: How the right documents can keep your family from fighting about your age-related care.
- LONGEVITY RISKS: Keep your life savings and retirement accounts from being wiped out by long-term care costs.
- TAXES: What are the best strategies for reducing taxes on your retirement savings and investments?
- GIFTING MISTAKES: Why you need to be aware of joint accounts and gifting assets to your adult children.
- ASSET TRANSFER: How to reduce or eliminate taxes, avoid probate, and pass things to your family quickly and privately.
