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.
REGISTER FOR THE WEBINAR STARTING [Date AND Time]
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