WHAT YOU NEED TO KNOW ABOUT "WILL AWARENESS" IN 2026

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. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!

Did you know?

• 75% of Americans age 18-65 and older said having a will is important, yet only 32% actually have one. (Legal Zoom July 30,2024)

• Only 45% of those age 55 or older have a will or living trust. (Legal Zoom July 30,2024)

• 40% of U.S. adults do not currently have documents such as a will or living trust.

These important topics will be addressed:

• How to protect your IRAs and retirement accounts

• How to plan for when retirement starts, how long may it last and the lifestyle you want

• How to estimate what you'll need to retire comfortably

• How health care costs, taxes and inflation can affect your plan

• How to make the most Social Security, pensions and smart withdrawal strategies

We will be discussing:

• What estate planning really is and why it matters

• Wills vs Trust : Key differences and which is right for you

• How to avoid probate and reduce legal fees

• The importance of powers of attorney and healthcare directives

• Common mistakes families make and how to avoid them

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!