JOIN US FOR A COMPLIMENTARY PRESENTATION

ESTATE PLANNING FOR TODAY’S CHANGING TIMES

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What You'll Learn

  • Wills vs. Living Trusts: The advantages and disadvantages of each, and which one is right for your family
  • Estate Taxes: What they are, and simple strategies to minimize or eliminate them so more of your legacy goes to your family, not the IRS
  • Probate: What it is, why it’s so costly and how to prevent it
  • Asset Protection: How to shield what you’ve built from lawsuits, creditors, divorce, and remarriage
  • Longevity Risks: How to keep long-term care costs from wiping out your life savings and retirement accounts
  • Health Care Decisions: The documents that prevent your family from fighting over your care

Featured Speaker

Brad Allan

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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