Essential of Estate Planning

Essentials of Estate Planning

Join us for a comprehensive workshop on the Essentials of Estate Planning. Whether you're just starting to think about your estate or looking to update your current plan, this event is for you. Learn from experts in the field and get all your questions answered. The event will be held at Holiday Inn, 5100 Natorp Blvd, so mark your calendars and don't miss out on this valuable opportunity to secure your future!

What wil be discussed:

• Understanding Probate

Learn how probate works and how it can affect your estate and loved ones.

• The Importance of Legal Directives

Explore why wills, living wills, and health care powers of attorney are critical.

• Do You Need a Trust?

Understand the situations where a trust can be beneficial—and when it may not be necessary.

• Guaranteed Lifetime Income

Discover strategies to ensure a lifelong income stream for you and your spouse.

• Maximizing Life Insurance

Learn how to boost the living and death benefits of your life insurance policies.

• Creating a Tax-Free Retirement

Use current IRS tax codes to reduce or eliminate taxes in retirement.

• Keeping Your Estate Private

Avoid probate and keep your assets confidential for your heirs.

• Avoiding Common Estate Planning Pitfalls

Identify and steer clear of mistakes that could cost your family time and money.

Host or Publisher Tim Sullivan, NSSA® ChFEBC℠ and FRC℠