AVOID PROBATE “THE WILL & LIVING TRUST” Dania Beach, FL. Feb 10th-11th

400 Gulf Stream Way,Dania Beach FL 33004

10 February, 2023

Description

PUTTING YOUR AFFAIRS IN ORDERFriday, February 10th (6:30pm - 8:30pm) Saturday, February 11th (10:00am - 12:00pm) Saturday, February 11th (2:00pm - 4:00pm) In this seminar, you will learn the difference between the will and trust. We will also discuss, how a trust will allow you to pass control of your assets to your loved ones, during your lifetime in the event you are unable to do so yourself. COVERED TOPICS Estate Planning How to avoid probateThe benefits of a trust (revocable and irrevocable)The importance of transferring assets to a trustEstate Planning Primary Goals The purpose of estate planning Maintain control while you're livingEnsure assets are transferred according to your wishesEliminate or minimize estate taxesAsset ProtectionMaintain privacy Designation of Health Care Surrogate The importance of appointing a person to make medical decisions when you're unable toDurable Power of Attorney The difference between Power of Attorney and Durable Power of AttorneyThe importance of appointing a Durable POA to act for you Guardianship of Minor Children How to avoid court intervention with minor beneficiariesWays to preserve your children's inheritanceHow to prevent assets from going to the wrong personWays to preserve your children's inheritanceIndividuals with Special Needs Ways to protect a physically or mentally disabled beneficiaryHow to keep eligibility for need-based government benefitsHow to allow disabled beneficiary to remain in your home Long Term Care Protect assets from nursing home costAdvantages of putting your home in a trustEstate planning isn’t just for the wealthy. Everyone can benefit from ensuring their affairs are in order. Proper estate planning will help make certain your assets are transferred seamlessly to your heirs upon your death. **For more information call (833)87-TRUST | (833) 878-7817 • Registration is required to attend •Seats are limited •Light snacks will be served