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Schedule A Seminar
We have developed a series of informative and entertaining workshops suitable for a variety of audiences. These can be helpful in providing needed information for attendees to assist them in making informed decisions on very important topics. The seminars are designed to inform people of the potential pitfalls to avoid and give them guidance to ask the proper questions. We are available for educational presentations on the following topics:
- THE ULTIMATE LEGACY PROCESS
Constantly changing laws call for an easy way to keep your loved ones informed of your wishes and your planning current. This proprietary process incorporates Trust and Estate Planning, Exit Planning for Business Owners, and ways to pass on your values to your family. Read more about The Ultimate Legacy process.
- IS YOUR ESTATE PLAN OBSOLETE?℠
Discusses the advantages of properly planning your estate and our unique philosophy. Covers ways to protect your assets and avoid any unforeseen problems from the government or interested parties.
- EXIT STRATEGIES — HOW TO PRESERVE WHAT YOU SPENT A LIFETIME BUILDING℠
Geared toward the business owner, this program explains ways to successfully transition a business to an insider or a third party, while at the same time maximizing the owner’s profit and minimizing taxes.
- IRA INHERITANCE TRUST℠
Discusses the specific rules regarding retirement plans and ways to avoid losing over 50% of your IRA to the IRS. Reviews the rules to allow the “stretchout” and increase the value of the IRA over time.
- ADVANCED PLANNING STRATEGIES
Explains different strategies beyond revocable trusts to minimize taxes and protect assets for the family, including Family Limited Partnerships, Charitable Trusts, and Insurance Trusts.
- CHARITABLE GIVING STRATEGIES
This seminar discusses the different types of charitable vehicles and techniques you can use to save income and estate taxes while at the same time benefiting your family and your favorite charities.
- RETIREMENT AND ESTATE PLANNING
This seminar covers many areas a person should consider before retiring, as well as the impact of finances on their estate plans. Discusses the impact of the minimum distribution rules, how that may affect the planning you have done, and how to gain the flexibility you need.
- PLANNING FOR SPECIAL NEEDS FAMILIES℠
This seminar focuses on the needs of families who have children or adults with disabilities and how to provide care and protect assets for their benefit. Outlines ways to protect a child or adult from being disqualified from getting state benefits when they receive an inheritance.
- BEYOND FEDERAL ESTATE TAXES℠
Explains the impact of various changes in the laws on your estate plan.
- TRUST PROTECTIONS — CAN YOU TRUST YOUR TRUST?℠
This workshop discusses many ways trusts can be used to protect your assets and the ways they must be set up to accomplish your goals.
- SUCCESSOR TRUSTEE TRAINING℠
This seminar is designed for current and future trustees and explains the importance of choosing a Trustee. It describes the duties a Trustee must fulfill now and in the future and the liabilities they face.
CONTACT US TO BOOK YOUR SEMINAROne of our legacy planning experts would be happy to speak with your group.