You’ll Leave the Seminar Knowing
• Why most Living Trusts don’t work, where the areas of concern and greatest risk are, and how you can correct the problems.
• How traditional estate planning has failed to protect most American families and why you weren’t told about this previously.
• How to protect against a living probate if you become disabled and are unable to manage your affairs.
• You’ll discover why, if you refinanced your home in the past several years, your biggest asset may be at the greatest risk.
• How to preserve your estate for your kids if your surviving spouse gets remarried.
• Divorce! It’s running rampant across America. You’ll learn how to protect your children’s inheritance in case of a divorce… up to 50% may walk out the door with the ex in-law.
• Why almost every estate plan bungles the distribution of retirement assets to your heirs… creating thousands of dollars of unnecessary income taxes.
• The one essential ingredient in every good estate plan (it may surprise you). Chances are, it was left out of your plans.
• Why “bare-bones” documents almost never work and how to see if you’ve got one. And if our experience is an indicator, you bought a “one size fits all” estate plan.