Estate Preservation and Planning Workshop
You can join the hundreds of thousands of Americans who have learned:
- How new changes affect you.
- How to use these changes to your benefit.
- How to protect your estate from needless costs.
- How to reduce or eliminate paying income tax on your social security income.
- How to maximize your IRA with these changes.
- How to maintain control of your estate through your life and after.
- The difference between a will and a revocable living trust for planning purposes
Topics to be covered:
- Controlling distribution of your estate
- Tax reduction planning
- Reducing income tax on social security
- The pros and cons of wills and trusts
- Long-term health care concerns
- What happens to your estate when you die
- Why avoid joint accounts
- Protecting liquid assets from creditors
- How to avoid probate
- Avoiding guardianship
- Annuities and life insurance for planning purposes
