An estate plan is an important step for any individual, couple, or family that owns a home or has accumulated assets. Join us for an educational event designed to help you better understand the tools and strategies families use to simplify the transfer of wealth and reduce delays and costs associated with Probate Court.
You will learn the following topics in easy to understand terms:
• During this presentation, we’ll discuss, in easy-to-understand terms, the following topics:
• The advantages and disadvantages of Wills and Living Trusts.
• How Powers of Attorney function, and why some may not remain effective in all circumstances.
• How the Probate process works, and why many families look for ways to streamline it.
• Why transferring property to children during your lifetime can sometimes create problems.
• Discuss how the “One Big Beautiful Bill” could Impact your taxes, retirement, and wealth strategy.
• Common planning considerations for families raising children with disabilities or special needs.
• Approaches families use to help manage potential long-term care costs.
• Ways to help preserve your heirs’ inheritance from risks such as divorce, lawsuits, or overspending.
• Best practices for naming Retirement Account and Life Insurance beneficiaries.
This seminar is designed to help you and your family avoid the most common costly mistakes.
Be our guest at this unique and FREE educational presentation. Go to www.yoursvp.com/VUDFEB or call (855) 950-4997
Also check out other Workshops in Normal, Nonprofit events in Normal.
