TRUTH ABOUT ESTATE PLANNING™ FOR CLIENTS

Dates Offered and Registration

This workshop is for people who want to know more about estate planning and why or why not it may be appropriate for you at this time. It is educational in nature and will expose some of the truths about planning, the good, the bad, and the ugly, as experienced by this attorney over the years. The workshop will discuss the three step strategy™ necessary to have an estate plan that works. Former clients are encouraged to attend as well as their friends and neighbors.

TRUTH ABOUT ESTATE PLANNING™ FOR ADVISORS

Dates Offered and Registration

This workshop is for financial advisors and accountants only. This workshop teaches advisors how financial planning and estate planning can be integrated. It teaches advisors the personal protections that estate planning through trusts can bring to their clients. The use of trusts in planning can add disability or standby management planning for clients who become disabled. Trusts can add remarriage protection for clients after one spouse dies. Trusts can add divorce protection for their children and estate tax protection for intergenerational transfers.

IRA PLANNING AND RETIREMENT PLAN PLANNING

Dates Offered and Registration

This workshop reviews the changes in the IRA and qualified plan regulations published by the IRS in 2002. These regulations make it easier than ever to defer distributions or to take the smallest possible amount from an IRA or a qualified plan. The advantage to this is increased compounding in a tax-deferred environment. Also, the new regulations make it easier than ever to leave your IRA - as an IRA - to your children or other loved ones, even in trust.

You may enroll online by clicking on a link above or you may call us to reserve a space

All Workshops are held in our conference room unless otherwise noted. All Workshops are 2 hours in length and free of charge. Reservations are required.

Call us at (919) 929-9298 to reserve a place.