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This will be a great discussion for people who need an estate plan or for those who have a plan and are curious if an update could be needed. Whether you’re new to estate planning, or updating an existing plan, you don’t need all the answers to move forward.
What You’ll Learn
- Plan Updates – Why revisiting your plan every three to five years is so important.
- Probate – How you can avoid this public, expensive, and time-consuming process.
- Next Spouse Protection – How to protect your assets from your surviving spouse’s next spouse.
- Asset Protection – How to protect your assets and your family’s inheritance from creditors, divorce, and lawsuits.
- Estate Taxes – How you can strategically minimize estate taxes.
- Incapacity – How to help the person you’ve chosen to handle your affairs during any incapacity, avoid having to go to court and face unnecessary delays and fees.
- Wills and Living Trusts – Learn the advantages and disadvantages of both.
- Long-Term Care Planning – How to protect your home against Medicaid liens.
- Trustee Responsibility – You’ll also learn about trustee and successor trustee liabilities and responsibilities.
If you have a plan with successor trustees already (often a spouse, adult child, or other trustworthy person), this is an excellent opportunity for them to attend with you to learn about their responsibilities and possible liability.
We hope to see you there. Please feel free to bring a guest and forward this to friends and colleagues.
