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Spring is finally here! And our upcoming seminars are just in time for “spring cleaning!” While you are getting your house in order for the coming months, be sure to get your estate plans together for the coming years! Call today or register online for our next FREE estate planning seminar on Tuesday, April 8 at 10:00 a.m. and 6:00 p.m.
We’re all exposed to invasions of our privacy, large and small, during our lifetimes and even after death. These practical strategies make it easier to shield your family’s personal affairs from prying eyes.
At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring taxes on your growing nest egg.
Plan for long-term care and incapacity issues. Prevent the expense, publicity and delays of probate. Eliminate or minimize estate taxes. Ensure that assets pass smoothly to your loved ones. Compare a traditional Will to a Living Trust plan. Earn a FREE 1.5-hour, private consultation to answer your questions about setting up your estate plan (a $450 value).
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