Wills, Trusts and Estate Planning in Retirement Seminar

Join us for an Exclusive Seminar on Wills, Trusts and Estate Planning in retirement.

We will address common questions many retirees have, including:

✔️ Estate Tax Updates: What are the latest changes in estate tax laws, and how do they affect your planning?

✔️ Trusts and Wills: What are the benefits of different estate planning tools, and how do you pick the right one?

✔️ Asset Protection: How can you safeguard your assets from legal and financial risks?

✔️ Charitable Giving: What strategies can help you maximize your charitable donations while benefiting your estate?

✔️ Wealth Transfer: How can you help ensure your wealth transfers smoothly to your heirs and beneficiaries?

You'll also learn about upcoming legislative changes and effective estate planning strategies.

Take this chance to help secure your legacy.

DisclosureInvestment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group LLC and Sound Income Strategies, LLC are not associated entities. McAdams Group LLC is a franchisee of Retirement Income Source, LLC. Sound Income Strategies, LLC, and Retirement Income Source, LLC are associated entities.

Host or Publisher McAdams Group, LLC