Thursday, January 21, 2021
3:00 - 5:00pm
This will be our FIRST Webinar of 2021
We will cover the topics of
Wills, Trusts & Asset Protection Discover How to Protect Your Assets and Provide for Your Loved Ones
Are you ready to begin making decisions that will protect your independence
and ability to stay in control
if you get sick or need long-term care in the future?
Join Stephanie Steele for a special ONLINE 90 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.
Who Should Attend This Webinar?
If you don’t currently have a plan in place to protect your family and assets OR if it’s been at least three years since you’ve last looked at your old estate plan, join us!
On this webinar you'll learn:
- The advantages and disadvantages of both wills and trusts.
- How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
- How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
- All about probate and what steps can you take now to help your family avoid this expensive and time-consuming legal process.
- If you will you owe estate taxes and how to help your heirs minimize or even avoid “death” taxes after your passing.
- Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
- How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance will legally go to the new husband or wife!).
Yes! Send me the instructions on how to join this 90 minute estate planning webinar!
About the Speaker:
Attorney, Stephanie Steele
Stephanie earned her law degree at the University of Georgia School of Law. Throughout her career, Stephanie's goal has been to educate clients, working with them to determine and implement the best plan for their situation and their life. As a Member of the American Academy of Estate Planning Attorneys, she is dedicated to providing estate planning services to individuals, families, and businesses, helping families preserver their wealth during and after their lifetime.