Seminar InformationLegacy Planning Seminar Saturday, March 13, 2010 09:30 AM - 11:00 AM
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.
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