An Important Event for Retirees and Anyone with Assets Worth Preserving

A well-thought-out Estate Plan is essential for anyone that owns a home or has assets. With many questions on how new IRS Revenue codes could impact tax savings exemptions and deductions, the time is now to help ensure your Estate Plan can weather these changes. At our upcoming event, you’ll learn about how the current Administration, Senate and Congress could impact your ability to take advantage of certain Estate Planning tools. You’ll hear straightforward facts about the best methods to help protect your family and heirs from the unnecessary stress, taxes and the cost of the probate process. You will also learn about:

• 2024 Taxes – How rising national debt could significantly impact your tax burden in retirement.
• The advantages and disadvantages of the different types of Wills and Living Trusts
• How to help protect your home and savings if you end up in a nursing home
• Are there ways to help reduce future taxes and transfer more wealth to your heirs?
• Which types of Powers of Attorney are best, and which ones could leave you powerless if you become disabled
• How to help avoid the skyrocketing costs of nursing homes
• Estate Taxes are going back to “historical norms,” what does this mean for you?
• Why putting property in the name of your children could be a mistake

Reservations are required. Seating is limited and fills quickly.

Call our reservation line at: (844) 973-0468 (Toll-Free, 24 Hours) or register online at:yoursvp.com comand enter code: SARGAT