June 30, 2021
Location: Progeny Law Firm
Time: 11:00 am
What You’re Going To Learn
How my clients avoid mistakes that most people make and protect their life’s savings from taxes, nursing home costs, and legal expenses
How poor planning can put family members at each other’s throats, battling over the scraps that remain from a pillaged estate
Why “having a will” could be the worst way to plan for your family, and does not prevent the costs, delays or red tape of probate court … sometimes forcing families to wait years for what remains of the inheritance you had planned for them
How my clients protect their estates from irresponsible in-laws or other family members — crafting a legal fortress against any attacks, even those they never saw coming
Why the mistake of “trusting my family to do the right thing” is unreliable and unfair — and can be a virtual time bomb of financial loss and irreparable fallout in family relationships
Why “naming beneficiaries to everything” may be a woefully inadequate strategy for many people, leading to chaos, anxiety, and debilitating expenses for heirs
How families can still protect against unforeseen losses, even if you think it’s too late to plan due to serious illness or mental incapacity