Join us for our first West Virginia workshop on September 24th at 4PM at American Legion Post 1, located at 45 Sycamore Ave, Wheeling, WV 26003
Aging can bring many challenges and risks, some of the biggest being probate fees, taxes, illness, nursing home costs, and financial scams. Learn how to protect yourself, your family, and your assets.
Questions we will help you answer in this seminar:
• Are your home and assets set up to avoid the cost of probate?
• How to protect your home and assets from a nursing home/Medicaid spend down?
• Why choose a trust to protect your family’s home & hard-earned savings?
• Could gifting assets to loved ones outright in their own names hurt them and you?
• Do you need 2nd marriage protections to keep your assets in your bloodline?
• Are your retirement plans/IRAs protected?
We sincerely hope you will join us to discover how our team can help you put plans in place now to create a secure future for you and your loved ones!
Also check out other Workshops in Wheeling.
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