USA Financial Estate Planning

Program Type:

Finance

Age Group:

Adults
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Event Details

It can be easy to overlook, but an estate plan is essential for nearly every person, regardless of how much money you have. In this workshop from USA Financial, we will show you examples and case studies to help illustrate how you can potentially protect your hard earned resources for the next generation. You will also learn about advanced strategies to help enhance the legacy you leave behind, while also benefiting you today!

Topics Discussed in this Workshop:

  • What is a will and what does it accomplish
  • How and why Trusts are used and what different types of Trusts are available
  • What essential documents you should have in place now to protect you from outside influences impacting your assets
  • The importance of choosing the right candidates in your family to help make difficult decisions
  • How to improve your tax picture in retirement and ultimately leave a tax free legacy for your heirs
  • Concepts that can be used to help maximize your current assets and preserve your legacy