Upcoming Events
How to Avoid Going Broke in the Nursing Home
Discover the steps you need to take now to protect your home, life savings and loved ones from the costs of long-term care!
Lancaster: Wednesday, July 14 @ 2 p.m. and 6 p.m; Fraternal Order of Eagles, 1936 E. Main St., Lancaster, OH
Wintersville: Wednesday, July 21 @ 2 p.m. and 6 p.m; St. Florian Hall, 286 Luray Dr., Wintersville, OH
Dublin: Wednesday, July 28 @ 4 p.m.; Marriott Columbus Northwest, 5605, Paul Blazer Parkway, Dublin, OH
* Why you need to start planning now
* Why your current POA can’t do the job you need it to
* How to never go broke or lose your home to the cost of long-term care
* How to avoid probate
* Why you need to stop procrastinating!
* How never to be a burden on your kids
* And more!
Trusts 101–What Every Family Needs to Know About How Trusts Protect Wealth!
Is it time to find out if a trust could be right for your family?
Our next live presentation is online! Check back soon to register for this July 28 event or call us at (614)-495-4185.
• The different types of Trusts and why more families are choosing Trusts to protect their wealth.
• How the Tax Cuts and Jobs Act should change your estate planning and wealth protection strategies.
• Why gifting assets to loved ones outright in their own names can hurt them and you.
• How, without the proper planning, your assets could end up in the wrong hands.
• The bloodline protection and remarriage protection a Trust can provide.
• Why Trusts can be especially important if you have retirement plans/IRAs.
• Tax savings through Trusts.
• Why you need to protect your special needs loved one with a Special Needs Trust.
• Trust protection for land owners.
Estate Planning 101
Check back for upcoming dates and times!
- Does your will put your beneficiaries through probate?
- How do you know if your power of attorney document is strong enough to help protect your life savings?
- What other benefits can an asset protection trust provide aside from protecting your life savings from long-term care costs?
- If your loved one is already in a nursing home, is it possible to save the home and life savings?
- How should you choose your future decision makers?
- How can your estate plan protect your home, farm, oil & gas and mineral rights for future generations?
- Are you able to ensure the inheritance you leave for your loved ones is protected from issues like divorce, lawsuits and bankruptcy
- And more!
Wine & Wills
Join us online from the safety of your home for an evening of wine and great conversation. We'll be discussing some of the most commonly asked questions when it comes to elder law and estate planning!
Check back for upcoming dates and times!
• What estate planning documents are essential in your second half of life
• Why you don't want your will to control who gets what after you're gone
• How to safeguard your children's inheritance from divorce, bankruptcy, lawsuits, addiction issues, etc.
• The asset protection language that is critical to have in your power of attorney document, which you probably don’t have now
• What planning strategies to use to protect assets from long-term care costs
• What is the important role a trust plays in planning your estate
• And more!
Who Needs Estate Planning?What You Need to Know Now!
Check back for upcoming dates and times!
- Is your will putting your beneficiaries through probate?
- How do you know if your power of attorney documents are strong enough to help protect your life savings?
- What other benefits can a trust provide aside from protecting your life savings from long-term care costs?
- If your loved one is already in a nursing home, is it possible to save the home and life savings?
- How should you choose your future decision makers?
- How can your estate plan protect your home, farm, oil & gas and mineral rights for future generations?
- Are you able to ensure the inheritance you leave for your loved ones is protected from issues like divorce, lawsuits and bankruptcy?
Don't want to wait to get your plan started? Schedule your FREE Discovery Call today!
