Estate Planning

415 Central Avenue,Osseo MN 55369

21 April, 2022

Description

Estate Planning Without proper planning, you may not be able to protect your assets from the effects of estate taxes and probate. Join TopLine Investment Services and special guest presenter, Christopher Burns, attorney with Henson Efron for a special educational workshop. In just over an hour, you’ll learn about: Calculating the value of your estateIntestacy and how it affects estate distributionProbate and how to avoid itEstimating your estate tax liabilityStrategies for cutting estate taxesEstate distribution techniques including wills and trustsHealth care directivesPerhaps best of all, to help make the most of your workshop experience, we'll be offering a complimentary consultation to everyone who attends the workshop. The follow-up meeting is a great way to evaluate your options and to discuss questions you may have after the workshop. The seminar is free but space is limited. Click here for more information. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. We recommend you consult with your own tax or legal counsel for advice regarding your specific situation. All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. The insurance policy and LTC riders have limitations and exclusions, are subject to medical underwriting, and riders may carry additional fees and charges. Henson Efron, TopLine Investment Services and LPL Financial are separate entitles. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TopLine Federal Credit Union and TopLine Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TopLine Investment Services, and may also be employees of TopLine Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TopLine Federal Credit Union or TopLine Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Government Agency Not Credit Union Deposits or Obligations Not Credit Union Guaranteed May Lose Value TopLine Investment Services is here to help you make informed decisions and the most out of your hard-earned money by providing answers, presenting options and contributing to your financial education, all to help you work towards your goals. TopLine Investment Services financial consultants work with LPL Financial to provide professional financial planning, investment, insurance and retirement planning services to help you pursue your financial goals and prepare for life's biggest events - marriage, children, college and retirement. Each Minneapolis/St.Paul-based Investment Representative is securities-registered and insurance-licensed and brings a wealth of knowledge and experience to TopLine Investment Services. All consultations are free, and there is never any obligation to invest. TopLine Investment Services hosts a wide array of free workshops on topics such as pursuing retirement income, estate planning and more.