Giving Awareness to Wills & Trusts

Join us in person to learn all about wills and why having one is super important!WHAT YOU NEED TO KNOW ABOUT "WILL AWARENESS" IN 2026

If you've got a family, a home and any kind of financial account, having a will in place may be beneficial to you and your heirs. When done properly, a will can help individuals resolve everything from designating a guardian for children, to passing on a family-owned small business, and mitigating any intra-family conflicts.
We know family changes like marriage, divorce, births and deaths are all but guaranteed. These life events can render a will obsolete and unaligned to your wishes, can prove problematic if not updated.

Please Join us for this complimentary informational seminar. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!

Did you know?

• 64% of Americans say having a will is important, fewer than 32% have one.
• Only 43% of those age 55 or older have a will or living trust.
• 43% of U.S. adults blame procrastination as the most common barrier to estate planning.

source: caring.com

These important topics will be addressed:

• Do I need a Will? Trust? Powers of Attorney? Health Care Directive?
• How can I avoid the cost and delays of PROBATE?
• How can I reduce Estate Taxes and leave more money to my loved ones?
• How can I protect my assets from the devastation of Nursing Home cost?
• Who will care for your underage children?
• How will you keep your heirs from frivolously spending his/her inheritance?
• Who gets your home, who inherits all of your bank accounts, who will get your assets?
• Can you avoid family arguments over your belongings and keepsakes?
• How can I create Tax-Free Income at retirement?
• Who decides your healthcare or end-of-life decisions?

We will be discussing:

• Do's and don'ts for transferring your assets (including your home or farm to your children)
• The benefits of avoiding probate for your family
• Protection from unexpected nursing home costs without nursing home insurance
• How to reduce or eliminate many forms of taxation
• The importance of having the right legal documents at the right time

If there's a common unaddressed problem in the financial plans of many adults of all income levels, it's what to do about their assets when they're gone. 50% of all Americans will die without a will and 76% of Americans do not have an up-to-date will.

Spouses are encouraged to attend!

Know what’s Happening Next — before everyone else does.

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Host or Publisher Association of Financial Consultants