Will, Trusts and the 5 Pillars of Asset Protection – Seminar 11/7/2024

Will, Trusts and the 5 Pillars of Asset Protection – Seminar 11/7/2024

During this educational class you will learn:

• How to protect your IRAs and retirement plans which, over time, will likely grow to become the largest assets you leave behind.
• How to protect your beneficiaries from losing their inheritance to lawsuits, creditors, government claims & MEDICAL.
• Why a Will does not avoid costly and time consuming Probate Court.
• If there are other advantages of revocable living trusts.
• The dos and don’ts of annuities in estate planning and asset protection.
• How to offset taxes due on a Roth conversion.
• Why Internet, do-it-yourself, and bargainpriced plans usually fail.
• Changes to Tax INCREASES in 2026.

Did you know?
75%
of Americans age 18- 65 and older said that having a will is important yet only 32% actually have one.
45%
Only 62% of those age 55 or older have a will or living trust.
40%
of U.S. adults do not currently have document such as a will or living trust.

*The above information was cited from Legal Zoom April 9, 2024.

This Course is offered FREE of Charge, but Advance Registration is Required.
A free complimentary Power of Attorney will be provide to all seminar attendees. A $300 value!