Description
In this educational class, learn how to protect your assets and secure your legacy for future generations. We’ll cover:
- How to protect your IRAs and retirement plans, which could become your largest assets over time.
- Strategies to shield your beneficiaries from losing their inheritance to lawsuits, creditors, government claims, and medical expenses.
- Why a Will alone doesn’t avoid costly and time-consuming probate court.
- The advantages of revocable living trusts and how they can benefit your estate plan.
- Whether a living trust is the only document you need to manage your estate.
- How to avoid accidentally disinheriting your heirs.
- Key tax increases in 2025 and how they could impact your financial strategy.
This event will give you the tools to make informed decisions, protect your legacy, and minimize future complications. Don’t miss out on securing a smooth path for your estate!
Date and Time
Wed, Mar 26, 2025
6:00p - 7:00p MST