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Schools

Estate Planning Basics: How To Protect Your Assets & People You Love

Learn easy ways to take control of your financial futurekeep the government out of your affairs andbest protect your assets, your wishes and the people you love if the unexpected happens to you. Register for a free estate planning seminar with attorney Nancy Chillag and discover:

  • The government’s “plan” for your estate, and just how much this plan will really cost you
  • Why a will is not enough to protect you or your family if the unthinkable happens
  • Critical conversation that MUST be addressed in light of changes to your family status, the law or economic times
  • How a proper plan can shield your estate from huge “death taxes” that range from 37% to 55%
  • How to ensure your inheritance is preserved for your kids….and not a new husband or wife if the surviving spouse remarries
  • Why most family wealth never makes it beyond the third generation and how to ensure that your children and grandchildren never face this problem
  • How to keep the courts from calling the shots over your medical or financial affairs if you are disabled or incapacitated… and why most estate plans fail to deal with this
  • Why most Living Trusts don’t work, where the areas of concern and greatest risks are, and how you can correct the problems
  • Why “bare bones,” one-size-fits-all estate plans often FAIL when your family needs them the most….and how to know if you have one
  • Why your biggest asset may be at risk if you’ve refinanced your home over the past several years
  • How to protect your children’s inheritance if they get divorced someday (otherwise, up to 50% may walk out the door with the ex in-law!)
  • The downsides to Joint Tenancy and how to avoid them using a proper estate plan
  • How to utilize your estate plan to provide a lifetime of care to a special needs child and/or grandchild

Attendance is free but seating is limited. Reserve your space now at no-charge by visiting www.chillag.com/estate-basics

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