WHAT YOU NEED TO KNOW ABOUT "TAXES, RETIREMENT AND ESTATE PLANNING" IN 2025

If you're among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts.

If you've got a family, a home and any kind of financial account, having a will in place may be beneficial to you and your heirs. When done properly, a will can help individuals resolve everything from designating a guardian for children, to passing on a family-owned small business, and mitigating any intra-family conflicts.

We know family changes like marriage, divorce, births and deaths are all but guaranteed. These life events can render a will obsolete and unaligned to your wishes, can prove problematic if not updated.

Please Join us for this complimentary informational seminar at Gorton Center. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!

Did you know?

• 64% of Americans say having a will is important, fewer than 32% have one.

• Only 43% of those age 55 or older have a will or living trust.

• 43% of U.S. adults blame procrastination as the most common barrier to estate planning.

source: caring.com

These important topics will be addressed:

• Do I need a Will? Trust? Powers of Attorney? Health Care Directive?

• How can I avoid the cost and delays of PROBATE?

• How can I reduce Estate Taxes and leave more money to my loved ones?

• How can I protect my assets from the devastation of Nursing Home cost?

• Who will care for your underage children?

• How will you keep your heirs from frivolously spending his/her inheritance?

• Who gets your home, who inherits all of your bank accounts, who will get your assets?

• Can you avoid family arguments over your belongings and keepsakes?

• How can I create Tax-Free Income at retirement?

• Who decides your healthcare or end-of-life decisions?

We will be discussing:

• Do's and don'ts for transferring your assets (including your home or farm to your children)

• The benefits of avoiding probate for your family

• Protection from unexpected nursing home costs without nursing home insurance

• How to reduce or eliminate many forms of taxation

• The importance of having the right legal documents at the right time

If there's a common unaddressed problem in the financial plans of many adults of all income levels, it's what to do about their assets when they're gone. 50% of all Americans will die without a will and 76% of Americans do not have an up-to-date will.

Spouses are encouraged to attend!

Seating is limited. Register now!