SEMINARS
Upcoming Seminars
FIND A SEMINAR IN YOUR AREA:
Estate Planning Seminar
Date: Saturday, March 13, 2010
Time: 09:30 AM - 11:00 AM
Location: Address: Description
Attend our Estate Planning Seminar and learn about the NEW Trust Code. How does it affect your Trust?
- Expanded Planning for protection from Creditors;
- New Notice requirements for your Trust;
- We can protect your beneficiary who receives SSI, Medicaid or Veterans benefits from becoming ineligible after your death.
5 things we hear that are concerns regarding estate planning:
1. Avoid unnecessary taxes;
2. Eliminate the risk of going broke from long-term care expenses;
3. Protection for family and wealth from predators and creditors;
4. Spouse and/or kids being taken advantage of;
5. Passing on wisdom, values and life lessons to generations that follow.
Attend our FREE seminar and allow us to help you with your planning. Call 783-4575 to reserve your seats.
Our seminars are said to be "informative and easy to understand"
What is the 1 key ingredient needed for a successful estate plan?
NEW Trust Code - How does this affect your Trust.
Legacy Planning Seminar
Date: Saturday, March 13, 2010
Time: 09:30 AM - 11:00 AM
Location: Address: Description
Attend our Estate Planning Seminar and learn about the NEW Trust Code. How does it affect your Trust?
- Expanded Planning for protection from Creditors;
- New Notice requirements for your Trust;
- We can protect your beneficiary who receives SSI, Medicaid or Veterans benefits from becoming ineligible after your death.
5 things we hear that are concerns regarding estate planning:
1. Avoid unnecessary taxes;
2. Eliminate the risk of going broke from long-term care expenses;
3. Protection for family and wealth from predators and creditors;
4. Spouse and/or kids being taken advantage of;
5. Passing on wisdom, values and life lessons to generations that follow.
Attend our FREE seminar and allow us to help you with your planning. Call 783-4575 to reserve your seats.
Our seminars are said to be "informative and easy to understand"
What is the 1 key ingredient needed for a successful estate plan?
NEW Trust Code - How does this affect your Trust.
