MEMBER HOSTED EVENT: Dinner with a Purpose: Learn How to Protect What Matters Most

Everyone needs an Estate Plan and an Elder Law Advocate. It’s vital for any individual, couple or family that owns a home and has assets. It’s time to make sure your Estate Plans are in good order. You will learn how comprehensive estate planning can be used to maximize your retirement accounts to provide care for yourself and to preserve your legacy for your family. This seminar will provide you with facts that are straightforward and easy to understand.

• How will the new tax reform bill AND reciprocal tariffs impact your bottom line and retirement nest egg?
• Is a Will or Trust right for me?
• Should my trust be Revocable or Irrevocable?
• How can I protect my home and life savings in the event of a nursing home admission?
• How can I leave an inheritance to a special needs child?
• How can I leave an inheritance to my child with divorce and / or creditor protection?
• Is putting property in children’s names a mistake?
• How can you create multi-generational trusts which can protect your assets inherited by your heirs from divorce, lawsuits and future estate taxation?

At our seminars you’ll find out in simple, straight forward terms how a Living Trust can protect against guardianship proceedings if you become ill or disabled and transfer your estate to the loved ones of your choice upon your death without the expense and delay of probate.

Seating is limited, please register at the link below:

https://www.yoursvp.com/072cf9d4-caa6-4a27-a58f-97a8069482cc