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Estate Planning: Protecting Your Legacy
August 26, 2025 @ 6:30 am - 6:30 pm
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, it’s important to know that your Estate Plan can weather these changes.
At our upcoming class, 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:
- 2025 Taxes – How the Big Beautiful Bill could impact your Estate Plan.
- The advantages and disadvantages of the different types of Wills and Living Trusts.
- Are there ways to help reduce future taxes and transfer more wealth to your heirs.
- Why putting property in the name of your children could be a mistake.
- How to help avoid the skyrocketing costs of nursing homes.
- Estate Taxes are going back to “historical norms,” what does this mean for you?
- Which types of Powers of Attorney are best, and which ones could leave you powerless if you become disabled.
- How probate works, and the best ways to help avoid it.
- How to help protect your home and savings if you end up in a nursing home.
For more information or to register, call (833) 780-9046 or click here to RSVP online!