Estate Planning Workshop

*Exclusive event hosted for clients of The Hoffman Real Estate Group

This workshop can help you to clearly define your own estate planning objectives

and goals and equip you with the knowledge and tools necessary to put your plans

into action. Upon completion, you will know how to properly protect your assets from

probate and spend down, and take advantage of little-known tax tips and strategies

that will help you achieve your goals with the least amount of taxes owed to Uncle

Sam.

• Understanding probate
• The importance of wills, living wills, health care powers of attorney
• Do you need a trust?
• How to maximize the living & death benefits of life insurance
• How to keep your estate private
• The most common estate planning traps to avoid

Host or Publisher The Hoffman Real Estate Group