Estate Planning is for EVERYONE - Basics You Need to Know

Learn the must-know estate planning basics that everyone should have to be preparerd for life’s possible surprises at this in-person event.
About this Event

Estate Planning is for EVERYONE - Basics You Need to Know is an in-person event for families in our community.

If you think Wills, Trusts, Directives, & Beneficiaries are just for the ultra-rich? Think again!

It’s a common misconception that only the wealthy need to bother with wills and trusts. The truth is, without careful planning, the family you leave behind could face unnecessary difficulties when it comes time for them to divide up your assets.

It’s easy to think that your family will "figure it out" after you’re gone, and that may be true. But clearly communicating your wishes and setting things up to transfer smoothly may go a long way toward keeping harmony in the family and ease during a tough time.

No Plan for Your Estate?

Uncle Sam Has One. The government sets estate tax rates, but careful preparation can help you minimize the impact on your heirs. What’s your vision for your estate? Enhanced Estate planning gives you more control over who gets what and how much – and that includes Uncle Sam.

Learn how estate planning may help you:

• Transfer assets efficiently

• Gifting as an option. Reduce taxes with DAFs and QCDs

• Leave a legacy the way YOU want to

• Preserve family harmony

>REFRESHMENTS WILL BE SERVED<

This is an education-only course provided by instructor Robert Cox, a Retirement Strategies Specialist and Certified Financial Fiduciary.