Estate Planning Workshop with Jennifer Venable

31569 Canyon Estates Drive,Lake Elsinore CA 92532

16 May, 2023

Description

By attending this informative and in-depth seminar you will learn: -About the pros and cons of wills and trusts to determine which one is best for your needs. -How you can protect your assets from being consumed by nursing home expenses. -How to ensure privacy and avoid legal battles for your loved ones in case of your disability and inability to communicate your wishes. (Note: Not all Powers of Attorney are effective!) -How to spare your family the costly and time-consuming probate process after your passing. -If you may be subject to estate taxes, discover ways to assist your beneficiaries in reducing or potentially eliminating inheritance taxes upon your demise. -To create a long-term care plan in advance to maintain independence and decision-making control as you age. -How to achieve your goals in a secure way without making the common mistake of owning assets jointly or putting property in a child's name. -Simple ways to safeguard your children's inheritance from potential seizure in the event of divorce, lawsuits, or bankruptcy. -What steps can be taken to ensure your children inherit your estate if your surviving spouse remarries after your passing. Without a plan, your family's inheritance could pass to the new spouse by default. -How you can be eligible for Medicaid to cover nursing home costs that typically amount to around $14,000 per month. -How to plan for ongoing care of children with special needs without risking loss of essential benefits such as Medicaid or Supplemental Security Income (SSI), for parents and grandparents.