legacy seminars
FACT: The world of wills, trusts, and tax-advantaged charitable giving is constantly changing.
That’s why we’ve invited David Duncan, a friend and trusted expert in these fields, is offering two free, fully updated, no-obligation LEGACY SEMINARS.
These workshops will help you set up a will or trust, and provide resources for estate planning. As an added bonus, you will receive a free “Estate Planning Guide” to help you map out your next steps.
Trust And Wills Seminar
Everyone says you need a will or trust, but where do you start? In just sixty minutes, you’ll have your road map and a free Estate Planning Guide.
THIS MIGHT BE FOR YOU if you are…
□ Parents with minor children – Who will care for them and how?
□ Single adults – Yes, you need a plan for reasons that aren’t obvious.
□ Couples with no children – Being married requires specific planning strategies.
□ Adults in transition – Empty nest, change in marital status, planning for retirement?
□ Senior Adults – Wills, Trusts, and Powers of Attorney – Do you have them and are they up to date?
Creative Generosity
Giving can be joyfully creative — and tax-advantaged — especially when we include our non-cash assets like homes, businesses, equities, and other illiquid assets.
THIS MIGHT BE FOR YOU if you are…
□ Paying too much in income taxes.
□ Wanting to sell an asset – but not wanting to pay that large capital gains tax.
□ Pondering the best way to leave your kids an inheritance.
□ Unaware that your heirs could lose 50% or more of your IRA when they use it.
□ Wanting to save taxes with charitable gifts now – while directing your gifts later.
If you are not able to attend in person we are offering access to recordings of the workshop. Please click the button below to get all the details and free planning guide.