Secure Your Legacy with Expert Estate Planning!


SIMPLIFY INHERITANCE, MINIMIZE TAXES, ENSURE PEACE OF MIND

Webinar Date: Date

Webinar Time: Time

HOW THIS IS GOING TO WORK…

HERE’S JUST A FRACTION OF WHAT YOU’LL

LEARN ON THE WEBINAR…

  • Protect your future—estate planning isn’t just for the

    wealthy.

  • Use the Right Tools—Know When to Choose a Will vs. a

    Trust.

  • How-To: Avoid Probate and Keep Your Estate Private.

  • Protect Your Health Decisions with Power of Attorney Documents.

  • Ways to Leave a Legacy: Incorporate Charitable Giving

    into Your Plan.

  • Use gifting strategies to reduce estate taxes and

    maximize your legacy.

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Differences Between a Will and a Trust

The main differences lie in when they take effect and how they distribute assets. A will only takes effect after

your death, while a trust can take effect as soon as it’s created. A will goes through a court-supervised process

known as probate before its assets can be distributed, while a trust avoids probate, allowing for a quicker

distribution of assets.

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REGISTER NOW AND YOU’LL GET

THESE AWESOME HAND-OUT…

Awesome Guidebook

This guidebook helps you understand the estate planning process. An estate plan outlines how your personal

and financial matters will be handled after death or if you’re unable to care for yourself.

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