Future-Proof Your Finances: Estate Planning for Health and Wealth

Without a solid estate plan, you risk running out of money in retirement, burdening your loved ones with the probate process, and seeing your hard-earned assets mismanaged.

But there are steps you can take to prevent this.

• Enjoy beverage sampling and a charcuterie spread.
• Learn about wills, trusts, power of attorney, asset protection, minimizing taxes, and how to create a plan for the future.
• Ask questions and discuss your concerns in a supportive, non-judgmental environment.

• What are the steps I can take to ensure I will not run out of money in retirement?
• What if I become incapacitated?
• What if my partner remarries after I'm gone?
• Can I protect assets if my children struggle with addiction or poor financial decisions?
• What can I do to avoid burdening my loved ones with the probate process?

Host or Publisher Slaton Schauer Law Firm, PLLC