Planning Your Future and Beyond: Estate Planning Myths Dispelled

16201 90th Street Northeast,Otsego MN 55330

11 May, 2023

Description

Estate Planning Myths DispelledYou are invited to a Free Informational Seminar to get clarity to some of the difficult questions we face as we age. Having a plan about where to live as we age is difficult. Where do you start? Learn as you go with the Circle Partners FREE seminar series. During the Estate Planning Myths Dispelled seminar, get truthful answers to the top myths estate attorneys hear to begin proactive conversations with your family on protecting what is important to you in the next five to ten years. A Will does not avoid probate. So, what does it do? What is a Trust and do you need one? How much can you gift to someone without tax consequences? The Silver Circle Program was designed by Circle Partners, KW Real Estate Planners, to create a proactive plan when hiccups occur in your life. Circle Partners partners with skilled professionals in the areas of health, housing, finance and estate planning to provide easy to understand tools to create your individualized plan. A Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate goals of the family.