September 21, 2024 at 10 a.m.
We all know that two guarantees in life are death and taxes. But did you know that there's more--a LOT more--to smart estate planning than just dealing with "death" tax issues? In fact, many people don't realize that estate planning strategies can save your heirs hundreds of thousands of dollars in capital gains, income, and property taxes...not to mention probate court fees, preservation of government benefits, and more! In this free workshop, authors Rebecca Sommer, JD and Susan Miller, EA will walk through some of the costly mistakes covered in their book Co$tly Estate Planning Mistakes and discuss how to avoid them.
Register Here(On Demand)
Have you heard about different types of estate planning documents, but you don’t know what they are or where to start? In this free 45 minute webinar, I’ll go through some of the most important estate planning legal documents you need. Specifically, I’ll discuss Power of Attorney and Advance Health Care documents including what they are, how to use the statutory forms, and things to consider modifying or adding to best suit your situation and your wishes. Finally, I’ll discuss how to determine whether you need a trust.
Register Here(On Demand)
Join me for a free 45 minute webinar where I’ll review the basics of developing a trust. In this webinar I’ll review how to identify your objectives with examples of the types of things a trust can accomplish for you so you can evaluate what you want YOUR trust to accomplish. Then I’ll explain how to evaluate different trust structures in light of your objectives and special terms you may want to consider regardless of the type of trust. Finally, I’ll discuss the process of drafting and funding the trust.
Register HereOctober 5, 2024 at 10 a.m.
Details Coming Soon...
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