Estate & Tax Planning in Retirement

Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick will lead this workshop, covering essential estate & tax planning strategies, including:

• Strategies for Couples: Learn how couples can qualify for exemptions from federal estate taxes.
• The Benefits of a Trust: Discover why every homeowner should consider a trust for enhanced asset protection.
• Family Control: Plan so your family retains control of your assets rather than the courts.
• Wills vs. Trusts: Understand the key differences between wills and trusts to make informed decisions.
• Avoiding Probate: Explore ways to bypass the costly and time-consuming probate process.

Don't miss this opportunity to gain valuable insights into securing your financial future!

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