The Good, the Bad and the Ugly of Estate Planning
Attend one of our seminars to learn about the Good, the Bad and the Ugly of Estate Planning! This will include how to avoid probate, minimize taxes AND protect your assets from long term care costs. Workshop topics include:
- How to protect your assets from Catastrophic Illness and Nursing Home Costs.
- Expanded Estate Recovery Law – Liens the government places on seniors’ real estate.
- Pros and Cons of a Revocable Living Trust.
- How to avoid “Tax Traps” when transferring wealth to children.
- How to legally protect your assets, so your estate will pass to your family, intact.
We hold seminars in Sidney, Troy & throughout Miami, Shelby, Auglaize, Champaign, Clark, Darke, Logan, Mercer, and northern Montgomery Counties.
See below for our currently scheduled events:
