Estate & Tax Planning in Retirement
Schedule
Tue, 24 Mar, 2026 at 06:30 pm to Thu, 26 Mar, 2026 at 07:30 pm
UTC-05:00Location
13815 FNB Pkwy suite 400 | Omaha, NE
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Learn how to protect your estate and discover the best ways to provide security for your loved ones.About this Event
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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Where is it happening?
13815 FNB Pkwy suite 400, 13815 FNB Parkway, Omaha, United StatesEvent Location & Nearby Stays:
Tickets
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