An Important Event for Retirees and Anyone with Assets Worth Preserving

Having a solid Estate Plan is vital for anyone who owns a home or has assets. Recent updates to IRS Revenue Codes from the actions of the current Administration, Senate, and Congress could impact your ability to use key Estate Planning tools effectively.

You’ll learn clear, practical insights on protecting your family and heirs from unnecessary stress, taxes, and the high costs of probate.
Topics will include:

• 2025 Taxes: How the rising national debt may increase your tax burden in retirement.
• Estate Taxes Returning to “Historical Norms”: What this means for your legacy
• Wills vs. Living Trusts: Their advantages and disadvantages.
• Power of Attorney: What type is the best and which one could help avoid potential pitfalls if you become disabled.
• Tax Strategies: Ways to reduce future taxes and transfer more wealth to your heirs
• Avoiding Probate: Understanding probate and how to sidestep it.
• Property Ownership Risks: Why transferring property to children may not be the best move.
• Nursing Home Costs: Strategies to protect your home and savings from rising care expenses.

Reservations are required. Seating is limited and fills quickly.

Call our reservation line at: (833) 685-2315 (Toll-Free, 24 Hours) or register online at:yoursvp.com comand enter code: QUBVUR