FREE - Estate Planning Seminar - You Talk I Listen

Estate Planning Seminar w/ Cleveland Heights Council Vice President, Davida Russell and K&M Financial Partners.

Location:

Cleveland Heights High School

13263 Cedar Rd, Cleveland Heights, OH 44118

Date: Wednesday, March 19th, 2024, at 6:30pm

An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.

This seminar is exclusive for Adults and retirees

You will learn the following topics, in easy to understand terms:

• The advantages and disadvantages of Wills and Living Trusts

• How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away) • How Probate Court works and why you may want to avoid it for your family

• Why putting property in your children’s names may be a mistake

• Common missteps by families raising children with challenges, disabilities or special needs • Protecting your home from being swallowed up by nursing home care

• Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts

• Best practices for naming retirement accounts and Life Insurance beneficiaries

This seminar is designed to help you and your family avoid the most common costly mistakes.

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