Wills, Trusts & Nursing Home Asset Protection
This workshop is recommended for all new clients and existing clients interested in a refresher, review or upgrade to their existing estate plan. At this workshop we’ll discuss several issues including:
◆ PROBATE COSTS AND DELAYS: Avoid potential delays of 8 months to 1 year or more. Eliminate or minimize substantial
court, attorneys’ and executors’ fees.
◆ NURSING HOME COSTS: Protect your nest egg from nursing home costs, which can average $7, 500 per month.
◆ DIVORCE AND REMARRIAGE: How to safeguard your children’s inheritance from their own divorce and your surviving spouse’s remarriage.
◆ QUALIFYING FOR MEDICAID: How you can protect your home and retirement nest egg from nursing home costs.
◆ ESTATE TAXES: Eliminate or minimize estate taxes.
◆ RETIREMENT PLANS: Choose the right options to preserve your IRA or 401(k). Take advantage of opportunities to minimize income taxes for your beneficiaries.
◆ INCAPACITY: Make your final wishes known with a Living Will and Health Care Power of Attorney. Avoid a potentially humiliating and expensive guardianship proceeding if you become legally incapacitated or disabled.
Attendees receive a FREE no obligation private meeting to answer questions about setting up, reviewing, revising, or upgrading your estate plan ($490 value). Seating is limited! Register today! Call 803-746-7000 or Register Online at www.PlanningYourLegacy.com.