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Estate Planning
April 4 @ 6:00 pm - 7:00 pm
Learn about how the current Administration, Senate, and Congress could impact your ability to take advantage of certain Estate Planning tools.
You are cordially invited to an educational class for area residents who are retired or nearing retirement. There is no obligation and nothing will be sold.
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.
A well-thought out Estate Plan is essential for anyone who 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.
Well-known local retirement specialist Nathan Cox will reveal the latest proven techniques and strategies for Estate Planning.
You will also learn about:
- 2024 Taxes – How rising national debt could significantly impact your tax burden in retirement.
- Estate Taxes are going back to “historical norms”. What does that mean for you?
- The advantages and disadvantages of the different types of Wills and Living Trusts.
- Which types of Powers of Attorney are best, and which ones could leave you powerless if become disabled.
- Are there ways to reduce future taxes and transfer more wealth to your heirs?
- How probate works, and the best ways to help avoid it.
- Why putting property in the name of your children could be a mistake.
- How to help protect your home and savings if you end up in a nursing home.
- How to help avoid the skyrocketing costs of nursing homes.
Join us for this complimentary educational class at the Madison Public Library and discover how hundreds of local residents have simplified their Estate Plans and lowered their overall risk.
There is no obligation and nothing will be sold.
Reservations are required.
Seating is limited and fills quickly.
Call our 24-hour reservation line at: (877) 756-8319 (Toll-Free, 24 Hours) or register online at: www.youRSVP.com and enter code: MUKFEL
