- This event has passed.
Online Masterclass- How to Keep Your New Year’s Resolution & Complete Your Estate Planning
February 24 @ 10:00 am - 11:00 am
Don’t become just another statistic. Follow through with your planning goals and gain peace of mind!
Did you know that studies have shown that about 80% of people who make a New Year’s resolution fail them by February? If you resolution was getting your estate affairs in order, then you’re in luck, because estate planning is simpler than you think! Identify ways you can keep your promise:
- What language MUST be in EVERYONE’S Power of Attorney
- Gifting strategies that avoid the five-year Medicaid lookback
- How you can protect assets from being taken by the nursing home
- Is your trust considered revocable or irrevocable – what’s the difference?
- Why your IRA distributions are directly affected by the SECURE Act