LIVING TRUSTS VS WILLS ...... Straight Talk

1280B East Rosser Street,Prescott AZ 86301

25 August, 2021

Description

Presented by Bob Mariner - Generation Living Trusts Most American adults do not have a Living Trust, a Will or any estate plan in place. For many who do, they can fall sadly out of date. Make sure your financial and healthcare wishes are fully honored and protect your loved ones from frustrations and cost of probates. We'll cover these topics and answer your questions in an easy to understand way: * Should I have a Will or a Trust? * What is Probate and how do I avoid it? * The dangers of Joint Tenancy and placing others on your accounts. * How to protect yourself against Conservatorship and Guardianship. * Does your disabled loved one require a Special Needs Trust? * How to save over 50% for expert Estate Planning Documents and Services. This enjoyable free seminar is taught by Bob Mariner, an Estate Planner and Certified Instructor with Generation Living Trusts, a provider of personalized estate planning services whose legal group has produced over 34,000 Wills and Trusts since 1990. Bob teaches this important and sometimes scary topic in a way that has already helped thousands of people throughout Arizona. Attendees have commented ""Why hasn't someone explained Wills & Trusts like this to me before? I learned so much. Now I know what to do."" ALREADY HAVE a Will or Living Trust? Schedule a FREE no-obligation review. *Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities and is not a broker-dealer or Registered Investment Advisor.Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.Neither the companies of OneAmerica, Wisepath Financial Group nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.Generation Living Trusts is not an affiliate of OneAmerica Securities and is not an OneAmerica company. Event presented by Bob MarinerGeneration Living Trusts Hosted by Veronica Aguilera*Wisepath Financial Group