Estate Planning Simplified
Everyone needs an estate plan. If you have assets, it’s time to make sure your estate planning is in good order. You’ll learn how comprehensive estate planning can help maximize retirement accounts to provide care for yourself and preserve your legacy for your family—explained in simple, straightforward terms.
What you’ll learn
At this complimentary lunch seminar, you’ll hear—clearly and without jargon—how a living trust can help protect against guardianship proceedings if you become ill or disabled, and how it can transfer your estate to the loved ones of your choice upon your death without the expense and delay of probate.
- The key differences between Wills and Trusts — and which may be right for you
- How Probate Court works and how to keep your estate out of it
- How to protect your home and assets from nursing home costs
- Why Powers of Attorney can fail when you need them most
- How to protect your heirs’ inheritance from lawsuits and divorce
- Strategies to pass on assets quickly, privately, and tax-efficiently
Retirement Masterclass — A Complimentary Dinner Event
You are cordially invited to an informational dinner event for area residents who are retired or nearing retirement. There is no obligation, and nothing will be sold. Enjoy a complimentary dinner after the presentation.
What you’ll learn
Well-known local retirement specialist, Greg Lynch, will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden. You’ll leave with valuable information you can act upon immediately, such as:
- The impact that tax law changes will have on your retirement income
- How to optimize the different types of retirement accounts to maximize cash flow
- What to do to get the most out of Social Security
- How to build a “truly diversified” retirement portfolio
- Whether you’ll have enough money to last throughout retirement
- How to determine whether Roth conversions will help you
- How you can reduce or eliminate unanticipated estate expenses
- How to avoid the pitfalls of taking retirement income distributions
