Estate and Tax Planning: Retirement Essentials

University Center of Lake County

University Center of Lake County - In Room 132

1200 University Center Drive, Grayslake, IL 60030

Upcoming Seminars

20

Aug

Wednesday Morning

11:00 am - 12:00 pm

21

Aug

Thursday Morning

11:00 am - 12:00 pm

ESTATE PLANNING SOLUTIONS

Comprehensive Strategies to Protect Your Assets and Legacy

Effective estate planning involves more than just drafting a will. It requires a comprehensive approach that addresses asset protection, tax efficiency, healthcare directives, and ensuring your wishes are carried out exactly as you intend.

Please Join us for this complimentary informational seminar. We will discuss comprehensive estate planning solutions that can help protect your assets and secure your legacy. Seating is limited, so sign up today!

Did you know?

  • Without proper planning, your estate could be tied up in probate for months or even years
  • A living trust can help your heirs avoid the costly and public probate process
  • Powers of attorney are essential for managing your affairs if you become incapacitated
  • Estate planning can help minimize conflicts among family members after your passing

We will be discussing:

  • The difference between wills and trusts, and which is right for your situation
  • Strategies to protect your assets from creditors and lawsuits
  • How to minimize estate and inheritance taxes
  • Planning for incapacity with healthcare directives and powers of attorney
  • Special considerations for business owners and blended families
  • How to ensure your estate plan stays up-to-date with changing laws and life circumstances

Join us to learn how a well-designed estate plan can help protect your assets, provide for your loved ones, and create a lasting legacy according to your wishes.

Spouses are encouraged to attend!

Seating is limited. Register now!

University Center of Lake County 1200 University Center Drive, Grayslake, IL 60030

Register Now



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The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.