Understanding Estate Planning - Dunedin

Don't miss out on this simplified but detailed estate planning course.

Learn the simple rules of how to control who gets what, ways to potentially avoid probate and some of the common pitfalls of estate planning.

Attend our 60 minute educational course where we will focus on:

• What is a real "estate plan" and why may I need one?
• Why you may need more than just a will
• Different Trust options and Florida's Ladybird Deed rule
• Strategies that aim for a strong generational wealth management plan
• The common estate planning tool that was eliminated by recent regulation
• The purpose of having a trust
• Strategies that may help reduce taxes
• Ways to potentially avoid probate
• How to NOT disinherit your children and grandchildren because of divorce or another triggering event
• Why an updated tax-plan might be an important part missing in estate planning

Securing your legacy may require Effective Estate Planning for Asset Protection.

Protecting your estate assets and avoiding unintended consequences may be paramount in today's landscape. This exclusive course is aimed to equip you with parts to a comprehensive plan that potentially may help you safeguard your assets, ensure the well-being of your family, and minimize unnecessary taxes, expenses, and delays. By focusing on both the documents needed and the strategies behind them, you may effectively achieve your estate transition goals.

Safeguard Your Wealth and Ensure a Smooth Legacy Transition

We hope that armed with this knowledge, you'll be better equipped to develop a successful estate plan that can potentially safeguard you and your loved ones for years to come.

Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about Oxford can be found by visiting the SEC site www.adviserinfo.sec.gov. and searching by our firm name. We are a financial services firm that utilizes insurance and investment products. Privacy Policy

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Oxford Wealth Group cannot guarantee the accuracy of information from third parties. Amazon's #1 Best Seller status was reached on September 6th, 2024 for categories: Financial Risk Management, Personal Taxes, and Small Business Taxes, and the book remained a #1 New Release through September 25th of 2024.

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